PLAN FOR A BRIGHTER FUTURE

Clear, compelling financial plans that give your clients confidence and conviction.
Built on 100+ years of capital markets data.

Create financial plans your clients will love

  • Compare plans and scenarios
  • Stress test against 100+ years of capital markets data
  • Cut annual review preparation time
  • Move your client base across in minutes

Create financial plans
your clients
will love

Compare plans and scenarios and stress test against 100+ years of capital markets data while cutting annual review preparation time.

Plan

Create financial plans
your clients will love

Compare plans and scenarios. Stress test against 100+ years of capital markets data while cutting annual review preparation time.

With Timeline planning you can...

P1

Show clients their future

Captivate clients with powerful visualisations of their financial future built using reliable data.
P6

Drive confident decisions

Our decades of real data and research mean you show clients projections they can trust.
P3

Cut annual review prep

Cut Annual Review prep time by up to 60% by pulling all the information you via Timeline.
P5

Ensure full compliance

Demonstrate suitability and sustainability while keeping a full audit trail.
P4

Link plans to our MPS

Single sign-in to our model portfolio service means all client info is there when you need it.

PLAN FOR A BRIGHTER FUTURE

Clear, compelling financial plans that give your clients confidence and conviction.
Built on 100+ years of capital markets data.

With Timeline planning you can...

P1
Show clients
their future

Captivate clients with powerful visualisations of their financial future built using reliable data.

P6
Drive
confident decisions

Our decades of real data and research mean you show clients projections they can trust.

P3
Cut annual
review prep

Cut Annual Review prep time by up to 60% by pulling all the information you via Timeline.

P5
Ensure
full compliance

Demonstrate suitability and sustainability while keeping a full audit trail.

P4
Link plans
to our MPS

Single sign-in to our model portfolio service means all client info is there when you need it.

Combine planning with portfolios

We're done with shoddy, outdated tech holding advisers back and stifling productivity.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.

  • Factfind

  • Risk Profilier

  • Planning and modelling

  • Stress-testing

  • Investing

  • Monitoring & reporting

Import client data in seconds from:

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transact
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Intelliflo

Here's how advisers are using it

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...

Here's how advisers are using it:

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...

 
Book a demo

Seeing is believing. Book a demo and we'll show you exactly how awesome Timeline Planning is...

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Seeing is believing. Book a demo and we'll show you exactly how awesome Timeline Planning is...

Here's what advisers are saying about us