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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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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

October Product Update: More Control, More Connection
Product Updates
2 min read

October Product Update: More Control, More Connection

Discover Timeline's October updates: gain more control with Specific Withdrawals, enhance client connections using AI in FactFind, and streamline account transfers and household management.
Read more
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Timeline Platform In Action
Webinars & Events
3 min read

Timeline Platform In Action

See how the Timeline Platform helps advisers onboard clients faster and deliver a seamless, compliant, and paperless experience.
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Modular Reporting in Action
Product Updates
1 min read

Modular Reporting in Action

Discover how Timeline's modular reporting suite transforms client report creation, saving time and enhancing client engagement with professional, personalized financial reports. ===
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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

October Product Update: More Control, More Connection
Product Updates
2 min read

October Product Update: More Control, More Connection

At Timeline, we are always looking for ways to make financial planning feel more personal, accurate, and effortless for both advisers and their clients.
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Timeline Platform In Action
Webinars & Events
3 min read

Timeline Platform In Action

Timeline Platform in Action: A Seamless Onboarding Experience for Advisers
Read More
Read More
Modular Reporting in Action
Product Updates
1 min read

Modular Reporting in Action

We're excited to share two new video walkthroughs that showcase the latest enhancements to Timeline's modular reporting suite. These demos from our Product Manager, Erol Hoke, will show you how to create professional, personalised client reports in minutes rather than hours.
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Timeline Planning is a product of Timelineapp Tech Limited.
Registered in England & Wales. RC: 11405676. 70 Gracechurch Street 4th Floor, London, EC3V 0HR

©2025 Timeline Holdings Ltd. All rights reserved. Privacy Policy VAT number 437083884.
Timeline Portfolios Limited is incorporated under the laws of England and Wales, RC: 11557205, and is authorised and regulated by the Financial Conduct Authority (number 840807). 70 Gracechurch Street 4th Floor, 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.