Timeline
HQ Address
70 Gracechurch Street, London, EC3V 0HR, United Kingdom
Website Address
Business introduction
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!
Timeline is the integrated ecosystem built for modern financial advisers. Our mission is to empower financial advisers to help millions of people plan, invest, and retire with confidence.
What sets Timeline apart is the seamless integration of critical advice tools, including Customisable Factfind, Risk Profiler, Cashflow, Investment Analytics, Modular Reporting, Digital Onboarding Suite (KYC/AML, Digital Letters-of-Authority) and Client Portal - with embedded Trading, Custody & Tax Wrappers currently in Beta.
This unified advice-tech significantly elevates the client experience, streamlines adviser workflow, and reduces costs by providing a truly integrated technology stack for financial planning, portfolio management, custody, and administration of client assets.
Explore how Timeline can streamline your workflow and enhance client outcomes. Get in touch to see how we can work together.
Timeline Solutions
Timeline Planning
The plan leads, the portfolio follows We're done with shoddy, outdated tech holding advisers back and stifling productivity. With Timeline, you can take your clients through factfind and risk profiling, to planning, stress-testing and then link the plan to one of our model portfolios with ease. Give your firm the edge with......
business needs
view solutionTimeline Platform
What sets Timeline Platform apart? The seamless integration of critical advice tools—Customisable Factfind, Risk Profiler, Cashflow, Investment Analytics, Modular Reporting, Digital Onboarding Suite (including KYC/AML, Digital Letters-of-Authority), and Client Portal—with embedded Trading and Custody capabilities. This unified platform significantly elevates client experience, streamlines adviser workflow, and reduces costs by providing a truly......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Timeline Portfolios
Powered by technology Our Control Centre is your one-stop digital portal for everything you need to manage your centralised investment proposition. Driven by empirical evidence We design portfolios that capture capital market returns based on decades of empirical data. Puts the adviser in control Financial planning is where the real value to clients lies. That’s......
