For Financial Advisers Only More flexibility for your clients. More flexibility for your team. We've made two updates to Timeline Platform, giving you more flexibility over your clients' experience and how your team works on the Platform. There are new role-based Platform permissions for your team, alongside new options for tailoring account visibility across households. New on Timeline Platform More flexibility, built into the Platform. Tailor Platform access and household visibility to suit your clients and your team. Platform permissions Set the right level of Platform access for your team Different members of your team may have different responsibilities, from preparing documents and supporting onboarding through to managing transactions. Role-based permissions make it easier to tailor Timeline Platform access around those responsibilities. Four levels of access Match Platform access to different responsibilities None No access to Timeline Platform. Document producer Can take a client through onboarding up to the illustrations page, and download client-level or firm-level reports for Platform clients. Application submitter Can complete onboarding, including bank details, KYC/AML and sending the client invitation. Full Platform access Access to everything currently available on Timeline Platform, including deposits, transfers, withdrawals, buys and sells. How do Timeline Platform permissions work? When you select a role, you'll see the full list of actions included, making it easier to understand the level of access assigned to each team member. ✓ Choose from four role-based levels of Platform access ✓ See which actions are included within each role ✓ Restricted actions are greyed out and restricted pages are blocked if accessed directly by URL Only users with the 'Can manage team and permissions' permission can make changes to these settings. See it in action Take a closer look at Platform Permissions. Watch the short walkthrough → Household settings Tailor the Platform experience for each household Every household works a little differently. Some clients manage their finances closely together, while others prefer to keep certain accounts separate. Household settings give you the flexibility to tailor what each household member sees on Timeline Platform. 1 Personal view The client sees only their own accounts, transactions and documents. 2 Household view The client can see accounts, transactions and documents across the whole household. Where to find it Open the '...' menu next to the household name and select 'Client settings'. Household settings are available for clients onboarded on Timeline Platform. More flexibility, built into Timeline Platform Whether you're tailoring what individual household members see or matching Platform access to responsibilities across your team, both updates give you more flexibility in how your firm uses Timeline Platform. Both updates are live now. If you have any further questions, we're always happy to help. Please get in touch at support@timeline.co. Take a look on Timeline Platform Log in to explore the new Platform permissions and household settings. Log in to Timeline Platform Not yet using Timeline Platform? Speak to your AST, or find out more on our website.

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