Compare plans and stress test against 100years' capital markets data in a highly visual way that brings it to life for your clients.
Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.
FactFind empowers you to take control of data collection, allowing you to complete the FactFind yourself for faster, more efficient client onboarding.
While other tools offer forms, Timeline FactFind delivers flow. It's built to remove duplication, reduce delays, and ensure accuracy at every step.
Accounts, savings, properties, and mortgages flow automatically into financial plans.
Totals for income, expenses, debts, and assets instantly visualised for clearer conversations.
Tailor FactFind steps to suit each client (no coding required).
Duplicate, edit, and manage templates, while archiving outdated ones to keep things clean.
This online tour will show you all the features and benefits of Timeline's unified eco-system for financial planners.
