Ed Carey
By Ed Carey on February 27, 2024

Timeline Portfolios Go Live on SS&C Hubwise Platform

We have made our popular model portfolios available on the SS&C Hubwise platform, to support a growing number of advisers, based on market demand.

Timeline’s portfolios will be available to all firms using the SS&C Hubwise platform. There has been specific demand from a number of firms set to be early adopters of wealthlink, a partnership between intelliflo and SS&C.

wealthlink enables advisers to ‘key less and do more’ by bringing together the might of intelliflo office with the platform capabilities of global investment platform tech provider SS&C Technologies. The combination empowers financial planners to put their clients’ investment and pension plans into action from intelliflo’s software.

Now, advisers can access Timeline’s rapidly growing models, including:

  • Timeline Classic - Globally diversified portfolios with exposure to key alternative beta factors such as the small and value premia, with a range of 0-100% equity allocation and average OCF of 0.13-0.22%.
  • Timeline ESG Classic - The ESG Classic portfolio is a globally diversified portfolio well-positioned to capture the value and small-cap premium whilst improving on the portfolio’s current ESG credentials. All four equity funds in the portfolio are designated sustainable funds with an explicit low-carbon philosophy. The offering has an OCF of between 0.13 and 0.27%.
  • Timeline Tracker - Positioned to capture market returns, this range tracks the global market cap weighted equity index alongside a well-diversified fixed-income portfolio, according to risk/return requirements. It has a typical OCF of 0.08%.
  • ESG Tracker - This is a well-diversified portfolio with solid ESG credentials. The portfolio was designed to capture the global market performance with minimum active risk while improving the portfolio’s ESG rating. A typical OCF of 0.11% runs across all models.

Ed Carey, Chief Commercial Officer at Timeline, explains: “We’re all about making advisers’ lives easier through technology and low-cost investment options that generate great client outcomes. intelliflo and SS&C are market leaders and share our goals around using deep integration to provide real value to advisers. Pulling data seamlessly from fact-finding and risk profiling to investing and portfolio management is crucial for time, cost-efficiency and error reduction. We’re excited to be a part of it.”

Damien Barry, Head of GIDS EMEA at SS&C Technologies, commented: “We are delighted to add Timeline’s portfolios to our growing SS&C Hubwise platform. Timeline’s models will be available to all of our partner firms for use in their different propositions. This integration is another example of leading providers collaborating across the value chain to deliver great client outcomes whilst helping to drive down the overall cost of advice.”  

Published by Ed Carey February 27, 2024
Ed Carey