We're done with shoddy, outdated tech holding advisers back and stifling productivity. With Timeline, you can take your clients through factfind and risk profiling, to planning, stress-testing and then link the plan to one of our model portfolios with ease.
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 throughout the UK are using Timeline Planning to give clients clarity, confidence and conviction with their financial plans. Here's an example of how...
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.