PLAN FOR A BRIGHTER FUTURE

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

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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
Get started for free!
Book a demo

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.

Get started for free!
Book a demo
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.

Book A Demo

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.

Book a demo
Get started for free

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We're done with shoddy, outdated tech holding advisers back and stifling productivity.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

Get in touch

  • Factfind

  • Risk Profiler

  • Planning and modelling

  • Stress-testing

  • Investing

  • Monitoring & reporting

Import client data in seconds from:

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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...

 
Get started for free!

Here's how advisers are using it:

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...

 
Book a demo

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

Book a demo
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BOOK A DEMO

Seeing is believing. Why not speak with us? We'll show you exactly how awesome Timeline Planning is...

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Here's what advisers are saying about us

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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

Eleanor King
IAN KING FINANCIAL PLANNING LTD
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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.

Sam Whybrow
THANKS WEALTH PLANNING
Sam1
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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.

Matt Pitcher
ALTOR WEALTH
Matt1