Take a complete tour of Timeline's fully-integrated ecosystem, designed for financial advisers. Watch this full tour at your leisure to get a taste of how we can support you.
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We'll take you through an end-to-end client journey, showcasing how our mission 'to help millions to plan, invest and retire with confidence' is brought to life through powerful tools and strategies designed to optimise financial planning and investment outcomes.
By watching the Timeline Tour, you’ll see how the Timeline platform brings planning, portfolios, and our Model Portfolio Service together in one easy-to-use system. The tour shows how advisers use Timeline to build and manage financial plans, streamline client reviews, and improve long-term outcomes, all from a single platform.
Unlike other tools, Timeline connects every part of the advice process, so you can spend less time switching systems and more time helping clients reach their goals.
If you’d like to learn more or still have questions, don’t hesitate to get in touch we’re here to help.
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.
This online tour will show you all the features and benefits of Timeline's unified eco-system for financial planners.
