Melissa Canham
By Melissa Canham on March 14, 2024

Timeline Recognised for Retirement Management Technology Innovation in 2024 FinTech Breakthrough Awards

We are proud to announce that Timeline has been selected as the winner of the “Best Retirement Management Solution Provider” award in the 8th annual FinTech Breakthrough Awards program conducted by FinTech Breakthrough, an independent market intelligence organisation that recognises the top companies, technologies and products in the global FinTech market today. 

Here at Timeline, we empower Independent Financial Advisers (IFAs) with cutting-edge technology that simplifies workflows, elevates the client experience, and ultimately improves financial outcomes for millions of people in the UK. Our best-in-class financial planning software, which includes modules for initial client fact-finding, risk profiling, cashflow modelling, and investment analytics, in addition to our Portfolios—a suite of cost-effective, high-performing investment portfolios continues to appeal strongly to IFAs. We deliver these tools as an end-to-end integrated package, ensuring IFAs in the UK benefit from a seamless digital experience, while also realising significant cost savings advisers can pass on to their clients.

Our repeatable, yet customisable process empowers firms to roll out a credible, compelling and confidence-boosting Centralised Retirement Proposition (CRP) and Central Investment Proposition (CIP) that works for both clients and regulators. 

The advisers that use our software have the methodology and technology to show end-clients powerful visualisations of their financial future, calculated using reliable data, expertise, and advanced technology. Advisers also can create informed models of potential scenarios based on decades of real data, validated research, and methodology. Our software helps cut the time it takes to prepare for an Annual Review by up to 60%, and makes it easy to demonstrate suitability and sustainability and retain a full audit trail.

“The lack of a centralised retirement or investment proposition is one of the biggest risks in financial advice today,” said Steve Johansson, Managing Director, FinTech Breakthrough. “Timeline is addressing this challenge head-on with a breakthrough framework of suitability to allow advisers to create a CRP at scale. The Company’s planning software is revolutionising the traditional advice tech stack model by cutting costs and inefficiencies for advisers, while improving long-term investment outcomes for clients. We extend our sincere congratulations to the Timeline team for taking home a well-deserved 2024 FinTech Breakthrough Award.”

The FinTech Breakthrough Awards is the premier awards program founded to recognise the FinTech innovators, leaders and visionaries from around the world in a range of categories, including Digital Banking, Personal Finance, Lending, Payments, Investments, RegTech, InsurTech and many more. 

“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,” said Abraham Okusanya, CEO of Timeline. “We’re delighted to accept this award from FinTech Breakthrough. The adviser/wealth tech space is a much-neglected segment of the UK fintech market. Our aim is to help millions of people retire with confidence and help their money last a lifetime.”  

In 2023 and 2024,  we have continued our remarkable growth trajectory here at Timeline, building on our recognition as ‘the UK’s fastest-growing discretionary fund manager’.  Advisers throughout the UK are using Timeline to give clients clarity, confidence and conviction with their investment propositions and planning software.

Want to find out more about what we can offer you here at Timeline? Book a call with your regional contact.

Published by Melissa Canham March 14, 2024
Melissa Canham