"Our administration team struggle to manage fluctuations in workflow."
Case study

Customer profile

  • Established, regional firm.
  • 3 advisers plus support staff.
  • Evolving the business.
  • Approximately 50 clients have individual, advisory investment portfolios.
  • The time taken to deliver these is distracting from wider planning opportunities.
  • The internal resource is already at capacity as new clients have joined the business.
  • The firm don’t want to employ an individual to do the job, as it is not full time but needs experience and skill.


To manage the rebalancing process for the firm each month.


To manage the rebalancing process for the firm each month

  • Firm produces a monthly list of rebalancing clients.
  • The Timebank log into the wrap platform and create rebalancing reports.
  • The Timebank issue these to the client.
  • We provide specialist skills and experience.
  • The firm do not increase their own headcount but are able to remove a time pressured and time-consuming task from the team.
  • Clients of the firm continue to receive excellent service.

Ready to proceed?