Timeline is swimming against the tide in that regard because we believe very deeply that financial advisers will always play a critical role in ensuring people are making the right financial decisions for their future.
And that’s why we’ve designed an operating system covering planning and investing, with advisers at its core.
After continued growth, Timeline smashes through £3bn AUM in Q3.
After continued growth, Timeline smashes through £2bn AUM in Q1.
Series A fundraising was oversubscribed as we secured £6m to further support financial advisers with great tech. MPS smashes through £1bn AUM. Available on 14 platforms.
Integration of planning and turnkey MPS creates a solution that fully supports the advice process.
Turnkey MPS live in March 2020. AUA £350m by May 2021 Available on 11 platforms
Timeline secured £1.8m funding and sign up National Firm Succession
Betafolio obtained FCA approval in Oct 2019
Timeline launched to help advisers tackle decumulation with real data.
Finalytiq launched to help investment professionals build portfolios that deliver.
Our portfolios have been in existence since 2014 when they were originally set up to provide a robust investment solution.