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Planning

Compare plans, stress test against 100-years' capital markets data - all in a highly visual way that brings it to life for clients.
Find out more
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Portfolios

Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.
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FOR FINANCIAL ADVISERS ONLY

With Timeline

Collect Client
Data in Minutes

With Timeline FactFind, client data is collected quickly and seamlessly. What once took days now takes minutes.
 
Our adviser ecosystem enhances efficiency and client satisfaction with a fully customisable, automated FactFind.
 
Exclusively for UK Financial Advisers
Start Your Trial for £1
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Portfolios

Planning

Compare plans and stress test against 100years' capital markets data in a highly visual way that brings it to life for your clients. 

Enquire Today

Portfolios

Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.

Enquire Today

Exclusive to financial advisers

We make financial planning easier for advisers and more engaging for clients. Financial Advisers add the most value to clients through personalised plans and coaching that gives clients clarity and confidence in their financial future.  Hear the direct feedback from advisers and firms who have reaped the benefits of working with us. 

 

Exclusive to financial advisers

We make financial planning easier for advisers and more engaging for clients. Financial Advisers add the most value to clients through personalised plans and coaching that gives clients clarity and confidence in their financial future.  Hear the direct feedback from advisers and firms who have reaped the benefits of working with us. 

Smarter, Faster Client Data Collection.

FactFind empowers you to take control of data collection, allowing you to complete the FactFind yourself for faster, more efficient client onboarding.

  • Shareable Client Links – Clients can securely complete their details remotely, streamlining onboarding.

  • Prefilled Custom Data Fields – Preload information so clients only confirm or update what’s changed.

  • Automated Reminders – Notifications run themselves, keeping clients on track without chasing.
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Features That Will Optimise Productivity

While other tools offer forms, Timeline FactFind delivers flow. It's built to remove duplication, reduce delays, and ensure accuracy at every step.

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Seamless Data Entry

Accounts, savings, properties, and mortgages flow automatically into financial plans.

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Summary Figures at a Glance

Totals for income, expenses, debts, and assets instantly visualised for clearer conversations.

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Drag-and-Drop Workflow Customisation

Tailor FactFind steps to suit each client (no coding required).

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Customised, Reusable Templates

Duplicate, edit, and manage templates, while archiving outdated ones to keep things clean.

 

See FactFind in Action

Want to see how it all comes together?

Watch our How Does It Work video to explore the FactFind experience from both the adviser and client perspectives.

Build FactFinds Your Way.

Create reusable templates, add custom questions and fields, and turn sections on or off for each client. Send prefilled FactFinds where every answer flows across the financial plan, Letters of Authority, reports, and the platform with no rekeying needed.

The result is simple. You capture the right facts once, reduce errors and meeting time, and spend more time on what really matters: understanding what the client wants and turning it into clear, personalised advice.

 

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This online tour will show you all the features and benefits of Timeline's unified eco-system for financial planners.

Book A Tour

Read About Our Product Updates

Generate illustrations for your clients post-onboarding
Articles & Blogs
1 min read

Generate illustrations for your clients post-onboarding

Timeline's new illustrations feature on Platform lets financial advisers model the impact of account changes before acting. Generate, review and share cost illustrations in minutes.
Read more
Read more
Meet Pennee: Timeline’s new AI assistant for financial planners
Announcements
1 min read

Meet Pennee: Timeline’s new AI assistant for financial planners

Meet Pennee, Timeline’s new AI assistant for financial planners. Discover how connected AI helps advisers prepare meetings, draft reports, automate workflows and streamline client servicing inside Timeline’s integrated ecosystem.
Read more
Read more
Smarter Onboarding. Greater Fee Control.
Articles & Blogs
3 min read

Smarter Onboarding. Greater Fee Control.

Discover three new Timeline platform updates that streamline client onboarding, enhance fee management, and improve adviser flexibility in client relationships.
Read more
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Ready to give it a try?

Focus more on advice, less on admin.

Timeline FactFind is built to help you work smarter: flexible data capture, seamless integrations, and a client-friendly experience that frees you from repetitive tasks.

Try full functionality for just £1 for the first 30 days. Thereafter, the cost is only £135 + VAT per month / £33.75 + VAT per week, including unlimited clients. Cancel anytime.

Start Your Trial for £1

Read About Our Product Updates

Generate illustrations for your clients post-onboarding
Articles & Blogs
1 min read

Generate illustrations for your clients post-onboarding

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.
Read More
Read More
Meet Pennee: Timeline’s new AI assistant for financial planners
Announcements
1 min read

Meet Pennee: Timeline’s new AI assistant for financial planners

Read More
Read More
Smarter Onboarding. Greater Fee Control.
Articles & Blogs
3 min read

Smarter Onboarding. Greater Fee Control.

We have released three updates to the Timeline platform, each designed to reduce the time advisers spend on administrative tasks and give them greater flexibility in managing their client relationships. Here is what has changed.
Read More
Read More

©2026 Timeline Holdings Ltd. All rights reserved. Privacy Policy VAT number 437083884.

Timeline investing and platform services are provided by Timeline Portfolios Limited (No. 11557205), which is authorised and regulated by the Financial Conduct Authority (FRN: 840807). Timeline planning software and tools are provided by Timelineapp Tech Limited (No. 11405676) and are not regulated by the Financial Conduct Authority. Both companies are registered in England and Wales with their registered office at 70 Gracechurch Street, London, EC3V 0HR.

Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.