Skip to main content
Adviser Login
Client Login

IFA EVENTS

 New events & webinars for Advisers added — reserve your spot 

View Dates & Book
Group 14511

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
Group 14531

Portfolios

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

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
Planning-1
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.
Factfind-R5

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.

classic-1

Seamless Data Entry

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

estate

Summary Figures at a Glance

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

iht

Drag-and-Drop Workflow Customisation

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

distribution

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.

 

Factfind-R6
Success-tour-text-PLAIN-COM-ezgif.com-gif-maker

 

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

Managing Trust Structures Within a Single Platform Framework
Articles & Blogs
1 min read

Managing Trust Structures Within a Single Platform Framework

Manage UK registered Trusts seamlessly within a single platform, simplifying asset placement and operational consistency for advisers. Discover the new Trust capabilities on Timeline Platform.
Read more
Read more
Retirement Modelling That Reflects the Advice Being Given
Articles & Blogs
1 min read

Retirement Modelling That Reflects the Advice Being Given

Enhance client confidence with Timeline Platform's new retirement modelling features, ensuring illustrations align with real-world retirement strategies. Discover the benefits of accurate planning today.
Read more
Read more
Firm-Level Reporting That Supports Operational Oversight
Articles & Blogs
1 min read

Firm-Level Reporting That Supports Operational Oversight

Discover how Timeline Platform's firm-level reporting tools enhance operational oversight with structured data exports, supporting internal governance and reducing manual workloads.
Read more
Read more

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

Managing Trust Structures Within a Single Platform Framework
Articles & Blogs
1 min read

Managing Trust Structures Within a Single Platform Framework

Trust capability can influence platform suitability for firms advising across different client structures.
Read More
Read More
Retirement Modelling That Reflects the Advice Being Given
Articles & Blogs
1 min read

Retirement Modelling That Reflects the Advice Being Given

When advisers onboard a client to Platform, a cost illustration is generated as part of the process.
Read More
Read More
Firm-Level Reporting That Supports Operational Oversight
Articles & Blogs
1 min read

Firm-Level Reporting That Supports Operational Oversight

Platform capability is often assessed not only on investment functionality but on operational control.
Read More
Read More

Timeline Planning is a product of Timelineapp Tech Limited.
Registered in England & Wales. RC: 11405676. 70 Gracechurch Street 4th Floor, London, EC3V 0HR

©2026 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.