Compare plans and scenarios and stress test against 100+ years of capital markets data while cutting annual review preparation time.
Compare plans and scenarios. Stress test against 100+ years of capital markets data while cutting annual review preparation time.
Clear, compelling financial plans that give your clients confidence and conviction.
Built on 100+ years of capital markets data.
Captivate clients with powerful visualisations of their financial future built using reliable data.
Our decades of real data and research mean you show clients projections they can trust.
Cut Annual Review prep time by up to 60% by pulling all the information you via Timeline.
Demonstrate suitability and sustainability while keeping a full audit trail.
Single sign-in to our model portfolio service means all client info is there when you need it.
We're done with shoddy, outdated tech holding advisers back and stifling productivity. With Timeline, you can go from factfind to risk profiling, to planning, stress-testing and investing with ease and confidence.
Give your firm the edge with a leading investment, savings and retirement proposition based on our cutting edge tech, data and methodology. It is low cost, easy to use and focused on delivering excellent client outcomes.
Planning and modelling
Monitoring & reporting
Advisers across the globe are using Timeline Planning to give clients clarity, confidence and conviction with their financial plans. Here's an example of how...
Advisers throughout the UK are using Timeline Planning to give clients clarity, confidence and conviction with their financial plans. Here's an example of how...
Seeing is believing. Book a demo and we'll show you exactly how awesome Timeline Planning is...
Seeing is believing. Why not speak with us? We'll show you exactly how awesome Timeline Planning is...
I do not know how you can advise a client properly without Timeline Planning. Whether you use other cash flow tools or not the output from Timeline is unique and should provide the basis for all financial plans
Timeline allows my firm to compete with any UK advice firm by offering our clients a top-end service and investment strategy.
Timeline Portfolios is a truly scaleable DIM service for our business without the loss of any control for me, my firm, or our clients.
We have been using Timeline's platform for a while now as we believe that it is the best retirement solution in the market.
Timeline's constant new feature development and release strategy has really impressed us.