Planning

Compare plans, stress test against 100-years' capital markets data - all in a highly visual way that brings it to life for clients.

Portfolios

Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.

 

 

We empower financial advisers

Timeline's best-in-class planning technology and portfolio management enables you to deliver exceptional value to your clients - on your terms!

Enquire Today  Book a Demo

 

 

Timeline-Insights---October-2024--B3

Adviser 3.0 is back!

Join industry leaders, innovators, and top experts at this exclusive one-day conference.

Platform-1

Platform

A unified ecosystem emphasizing adviser-client relationships. Streamline workflows, improve client experience, and save resources with our integrated tools.

Find Out More

Portfolios

Portfolios

Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.

Find Out More

Planning-1

Planning

Compare plans and stress tests against 100 years of capital markets data in a highly visual way that brings it to life for your clients. 

Find Out More

Planning-1
Portfolios

Planning

Compare plans and stress test against 100years' capital markets data in a highly visual way that brings it to life for your clients. 

Enquire Today

Portfolios

Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.

Enquire Today

Exclusive to financial advisers

We make financial planning easier for advisers and more engaging for clients. Financial Advisers add the most value to clients through personalised plans and coaching that gives clients clarity and confidence in their financial future.  Hear the direct feedback from advisers and firms who have reaped the benefits of working with us. 

 

Exclusive to financial advisers

We make financial planning easier for advisers and more engaging for clients. Financial Advisers add the most value to clients through personalised plans and coaching that gives clients clarity and confidence in their financial future.  Hear the direct feedback from advisers and firms who have reaped the benefits of working with us. 

Our model portfolios are available on

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Aegon-2024
aviva
FusionWealth
nucleus
quilter
standard-life
transact
fundment
ajbell
7im-2
M&G2
fidelity
Wealthtime
wealthtime_select
parmenion-logo-02
SS-C---Hubwise

What advisers say about us

KR-2024

What I like most about Timeline is the people. You feel like part of a family, supported, and as a sole practitioner, it’s invaluable to have people to reach out to—people with ideas and thoughts who can connect with you so easily!

Karen Ritchie - Karen Ritchie Financial Planning

GB

Timeline has blown us away. The access to fund information, adviser support software and investment technical updates has had a massive positive impact at Magenta. 

Great people to work with, professional, authentic and fun.

Gretchen Betts - Magenta Financial Planning

MP

We have been using Timeline's platform for a while now as we believe that it is the best retirement solution in the market. Timeline's constant new feature development and release strategy has really impressed us.

Matt Pitcher - Altor Wealth

 

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This online tour will show you all the features and benefits of Timeline's unified eco-system for financial planners.

Book A Tour