Adviser 3.0 Presents

Innovation Unleashed: Afternoon Tech Demos!

What to expect...

Get ready to be blown away by three trailblazing businesses, each with a ground-breaking innovation that will revolutionise your perspective on technology. Join these tech pioneers as they unveil their cutting-edge advancements and showcase how they can improve the way you work. Prepare to be amazed and electrified by the boundless potential these innovators have to offer. Brace yourself for three exhilarating 10-minute demos that will redefine your understanding of fintech and leave you envisioning a future brimming with endless possibilities.

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Pete Ridlington, CEO & Founder - Ningi

Introducing Ningi: A Single, Simple & Integrated end-to-end tech stack for modern advisers

We’ll take a client from reading a financial advisers website, through to a D2C cashflow modelling tool, into a back office lead and full fact find… using only Ningi tech, all in one place.

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Teo Sava, API Software Engineer -  Plannr

Work fast but not hard with Plannr!

An exciting example of how beautifully engineered tech can save a wealth of time for your team, and is showcasing our Automation Engine working seamlessly in conjunction with your firm's marketing website to create prospects and invite them into your firm, without you needing to lift a finger. 

Afternoon-Tech-Demos-How-Timeline-is-about-to-save-you-A-LOT-of-time!-

Thomas Hogg, VP of Product -  Timeline

How Timeline is about to save you A LOT of time!

At the conference, Abraham will set out the future of Timeline and how we will keep adding value to your business. In this demo, Thomas will take you through what that means in detail. You'll how all parts of the Timeline ecosystem will fit together in the future. And how that will turn into a huge cost and time saving exercise for your firm.

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©2024 Timeline Holdings Ltd. All rights reserved.  Timeline Planning is a product of Timelineapp Tech Limited. Registered in England. RC: 11405676.
 
Timeline Portfolios Ltd (formerly Betafolio) is authorised and regulated by the Financial Conduct Authority. FCA No. 840807. Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.

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