Using empirical evidence to improve investment and retirement outcomes…
Since inception, we have built a reputation for using empirical data to help financial planners and providers deliver better outcomes to clients.
The text should read: Betafolio is the UK’s premier turnkey asset management provider (TAMP) offering flat fee, low-cost, evidence-based, discretionary model portfolio service exclusive to financial planning firms.
Timeline helps financial planners bring a client’s retirement journey to life and answer their big retirement income questions.
Timeline is the sustainable withdrawal rate software used by financial planners in the UK, US and other developed countries around the world. Timeline app isn’t a crystal ball. Timeline uses extensive empirical research, asset class returns, inflation and mortality data to assess how a retirement strategy might fare under various market conditions.
We spend a great deal of our time researching and benchmarking investment products, platforms, asset managers, DFMs and SIPP providers based on a range of metrics designed to support adviser’s selection and inform the provider’s competitive positioning in the marketplace. Our findings are published in form of reports, which are licensed to advice firms and providers.