For Financial Advisers Only There's a quicker way to get to the comparisons you need in Timeline Analytics. Pennee is Timeline's AI assistant. With Pennee Analytics*, you can now ask it for the comparison you need, and it will pull up the Timeline Analytics chart, right there in the conversation. No separate Analytics journey. Just tell Pennee what you want to compare. Pennee Analytics Ask Pennee to compare it.* Same chart, same data, just faster to reach. Illustrative working example only. Sarah Patel is a fictional client, and the chart does not show real client data or performance figures. For example "Compare [client name] against Timeline Classic 100." Timeline Classic 100 is shown as an example. Add the portfolio or benchmark relevant to your comparison. How it works How does Pennee Analytics work? 1 Ask for the comparison Tell Pennee which client you're working with and the portfolio or benchmark you'd like to compare. 2 Pennee uses Timeline Analytics Pennee passes the request to Timeline's existing Analytics functionality. 3 Get the chart in the conversation The resulting Analytics chart is returned within the Pennee chat, so you can continue from where you were. Same chart. Same data. Just faster to reach. Does Pennee perform the investment analysis? No. Pennee doesn't perform a separate investment analysis. When you ask Pennee for a comparison, it uses Timeline's existing Analytics functionality to generate the chart. Pennee does not create its own calculation or performance figures. ✓ Existing Timeline Analytics functionality ✓ Existing underlying data and methodology ✓ A quicker route to the Analytics chart When might you use Pennee Analytics? You might be preparing for a client meeting, reviewing a client's investments, or need to compare a client portfolio against another portfolio or benchmark. Instead of navigating away to set up the comparison separately in Analytics, you can ask Pennee and get the resulting chart back in the conversation. Ask Pennee to compare it.* Same chart, same data, just faster to reach. Log in to your Timeline account to start using Pennee. Log in to Timeline *Beta: Pennee Analytics is currently in beta. Beta functionality may change as we continue to develop and refine the experience.

For Financial Advisers Only

When you're planning a change to a client's platform account, whether that's adding a deposit, adjusting a withdrawal or opening a new account, confidence comes from being able to see the outcome before you commit to it. That's exactly what the new illustrations feature on Timeline is designed to give you.