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A FULLY INTEGRATEDECOSYSTEM FOR
FINANCIAL ADVISERS

We empower financial advisers to work smarter, serve better and grow faster. 

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The Engine Behind Your Success

Timeline unifies planning, portfolios, and platform into one seamless ecosystem.
Use it all, or just the parts you need. Here’s how we break it down:

platform

PLanning

From the initial factfind and risk profiling to cashflow modelling, IHT planning and customisable reporting. Build and compare clear, confident financial plans, rigorously stress tested against 100+ years’ real market data with full audit trails.

View Planning Tools
portfolios

PortfolioS

Costs matter and our low cost, evidence-based, globally diversified portfolios are designed on Nobel prize-winning principles. Compare portfolios, dive into performance and analytics, and elevate your CIP.

Explore Our Portfolios
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PLatform

One login, one dashboard, full control. Digital onboarding suite including KYC and AML. Manage accounts, trades, documents, LOAs and transfers all in one place. Share key info and document on your client portal.

See Platform Features
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Planning

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

Helping Forward-thinking firms deliver better advice

“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

Karen Ritchie Financial Planning

“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

Gretchen Betts

Magenta Financial Planning

“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

Matt Pitcher

Altor Wealth

Timeline’s intuitive design and market-leading tools have significantly enhanced my ability to deliver clear, client-focused advice while saving time and improving results.

Robert McFarlane

Robert McFarlane

RJM Financial Management

Why Timeline:

The fully-integrated ecosystem for financial advisers

Say goodbye to fragmented tech and inefficient workflows. By combining advanced Planning Software, Evidence-Based Model Portfolios, and innovative Platform Technology for order handling and custody, we simplify and support your processes, save you time, reduce costs, and create exceptional outcomes for your clients.

Features snapshot:

A fully-integrated ecosystem for financial advisers

loa

Digital Letters of Authority

co

Client 
onboarding

fcf

fully Customisable Factfind

brp

best-in-class 
risk profiler

scf

stress-test & compare financial plans

iapc

investment analytics & portfolio comparison

mr

modular reporting

ect

embedded
order handling & custody

cpsm

client PORTAL with secure messaging

eka

easy kyc & AML

rttt

real-time transfer tracking

ec

evidence-based cashflow

iip

integrated IHT 
planner

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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

Getting started 
is simple.

1.

book a demo

Fancy a closer look? Chat with your regional rep for a personalised walkthrough or book onto our next Success Tour webinar for an overview of our product suite.

2.

onboard with support

You’re not alone - our Adviser Success Team will get you set up, train your team, and make sure you have what you need to thrive with Timeline.

3.

scale with confidence

Cut the admin, boost efficiency, and wow your clients. We’ll handle the heavy lifting so you can focus on what you do best: giving great advice.

Book My Demo
Content
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Download now!

Work Smarter,
Serve Better,
Grow Faster

Timeline empowers financial advisers to streamline financial planning and investment management with an integrated ecosystem of cutting-edge tools and evidence-based solutions. 

Download Brochure

latest blogs & articles

Life‑Event Triggers That Drive Advice Seekers
Articles & Blogs
2 min read

Life‑Event Triggers That Drive Advice Seekers

Discover the key life events that drive people to seek financial advice and how to connect with them at the right time.
Read more
Read more
From Plan‑Less to Plan‑Ready: Nurturing the 38% “Working on It” Segment
Articles & Blogs
1 min read

From Plan‑Less to Plan‑Ready: Nurturing the 38% “Working on It” Segment

Discover how to engage affluent households 'working on a plan' with DIY resources and low-commitment consultations to build lasting adviser relationships.
Read more
Read more
Adviser 3.0 The Podcast - Summer Series Ep.2
Adviser 3.0
1 min read

Adviser 3.0 The Podcast - Summer Series Ep.2

Learn how top-performing advice firms use AEO, reviews, and social search to accelerate growth and win new clients.
Read more
Read more
 

Get in touch.

Ready to see it in action?

Book a Success Tour

Timeline Planning is a product of Timelineapp Tech Limited.
Registered in England & Wales. RC: 11405676. 70 Gracechurch Street 4th Floor, London, EC3V 0HR

©2025 Timeline Holdings Ltd. All rights reserved. Privacy Policy VAT number 437083884.
Timeline Portfolios Limited is incorporated under the laws of England and Wales, RC: 11557205, and is authorised and regulated by the Financial Conduct Authority (number 840807). 70 Gracechurch Street 4th Floor, London, EC3V 0HR 
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.