How Model Portfolio Centre Works in Timeline Planning

Summary

The Model Portfolio Centre enables advisors to create, save, and reuse portfolio allocations as templates.
Provides a central place to manage portfolios (create, edit, delete).
Supports three portfolio types: Custom, SLI, and Evidence-Based models.
Offers flexibility to build portfolios using asset classes or real fund holdings, with rebalancing options.
Allows quick and consistent assignment of portfolios to client assets.

Description

The Model Portfolio Centre in Timeline Planning is designed to standardise and scale how advisors manage investment strategies.

Rather than recreating asset allocations for each client, advisors can define model portfolios once and reuse them across multiple plans. This creates consistency, improves efficiency, and reduces the risk of manual errors.

From a product perspective, this feature is about separating portfolio design from portfolio application:

Design once (in the Model Portfolio Centre)
Apply many times (across client plans)

This aligns strongly with scalable advice delivery and consistent investment governance.

Accessing the Model Portfolio Centre

You can access the Model Portfolio Centre by:

Navigating to your Account
Selecting Model Portfolio Centre

This opens a central interface where all portfolio models are stored and managed.

Types of Model Portfolios

Custom Models

Created and managed by the advisor
Fully editable (create, update, delete)
Suitable for bespoke client strategies

SLI Models (Secure Lifetime Income)

Similar to Custom models
Specifically incorporate secure income elements
Useful for retirement-focused planning strategies

Evidence-Based Models

Pre-built using Timeline’s research
Designed around evidence-based investing principles
Read-only (not editable)
Available to Timeline portfolio users

Creating and Managing Portfolios

To create a new model portfolio:

Select “Create new portfolio”
Choose how to construct the portfolio:
- Using Timeline asset classes, or
- Using real fund holdings
Map funds to their respective asset classes (if applicable)
Define a rebalancing strategy

This flexibility allows advisors to operate at different levels:

High-level (asset allocation)
Granular (fund-level construction)

Additionally, using “Edit Portfolio”, you can:

Map directly to asset classes only
Avoid maintaining underlying fund mappings
Increase flexibility when fund-level detail is unnecessary

Assigning Model Portfolios to Assets

Once created, model portfolios can be easily applied:

Go to Settings → Assets
Add or edit an asset
Select the desired model portfolio

This enables:

Rapid portfolio assignment
Consistent implementation across clients
Reduced manual setup time

Conclusion

The Model Portfolio Centre is a foundational tool for delivering consistent, scalable investment advice in Timeline Planning.

By centralising portfolio creation and enabling flexible application, it allows advisors to:

Standardise investment strategies
Improve operational efficiency
Maintain consistency across clients
Adapt quickly to changes in investment approach

Ultimately, it transforms portfolio management from a manual task into a repeatable, systemised process, supporting better outcomes for both advisors and clients.

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How Model Portfolio Centre Works in Timeline Planning | Timeline Help Centre