Company intelligence
Timeline
Empowering modern financial advisers with an integrated ecosystem for seamless planning, investing, & client management.
About Timeline
Timeline is the integrated ecosystem built for modern financial advisers. Our mission is to empower financial advisers to help millions of people to plan, invest, and retire with confidence. With over £14bn AUM in our award-winning, low-cost, evidence-based Model Portfolio Service (MPS), and a multi-asset fund range now gaining traction, what really sets Timeline apart is the seamless integration of critical advice tools - from our customisable factfind and risk profiler to cashflow, investment analytics, modular reporting and our digital onboarding suite that includes KYC, AML and LOAs. 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.
Verified activity
Signals from Timeline
5 published signals
Presence & Recognition
Timeline was mentioned in Gareth Davies' latest BDM Benchmark report for the second year running.
Reported by Lewis Roddy
Presence & Recognition
Timeline brought Thabani Mtsi to speak at its internal quarterly meetings.
Reported by Tom N.
People
Timeline has a weekly Shout Out thread where colleagues can acknowledge and highlight special efforts in support and contributions
Reported by Tom N.
Research & Knowledge
Timeline tested a sell-and-wait investment strategy on a £100k retirement pot over 30 years.
Reported by Abraham Okusanya
Products & Services
Timeline built Penne to genuinely support advisers day to day, not just look good in a pitch.
Reported by Thomas Hogg