Timeline Portfolios (formerly Betafolio) has been added to AJ Bell Investcentre’s model portfolios, joining multiple other platforms in providing access to this popular range of evidence-based portfolios.
Timeline Portfolios’ unique offering includes parent company Timeline’s financial planning software – both the Model Portfolio Service (MPS) and planning tech are guided by a hundred years of empirical data, decades of academic research by renowned economists and the practices of leading institutional investors. Their philosophy and methodology is proving popular with record inflows from UK advisers, securing Timeline Portfolios over £1bn in AUM in just over two years.
Mark Rendle, head of marketing at AJ Bell Investcentre, explains: “We’re pleased to welcome Timeline Portfolios to the platform as we continue to add MPS partners responding to adviser feedback and demand, ensuring that advisers have access to the right solutions for their clients. The addition of Timeline Portfolios will combine their popular MPS offering with our competitive charges and excellent service to help advisers to meet their clients’ needs.”
Ed Carey, Chief Commercial Officer at Timeline, agrees commenting: “It’s really good news for us to be available via AJ Bell’s Investcentre and we’re delighted that AJ Bell sees the value Timeline’s investment approach and cutting-edge technology brings to advisers and their clients. We’re looking forward to welcoming those on Investcentre to benefit from our lower risk, lower cost approach to investment and planning.”