Planning

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

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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.

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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!

Platform

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

Portfolios

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

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.

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.

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. Our transparent pricing and exceptional service help advisers save time, reduce costs, and deliver better client outcomes.

Discover how Timeline can transform your practice.

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