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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With Timeline Planning you can

Show clients their future

Show clients
their future

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

Drive confident decisions

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

Cut annual
review prep

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

Ensure full compliance

Demonstrate suitability and sustainability while keeping a full audit trail.
Exceptional Customer Support

Link plans
to our MPS

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

With Timeline Planning you can

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Show clients
their future

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

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Drive confident decisions

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

Cut annual
review prep

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

Ensure full
compliance

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

Link plans
to our MPS

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

The plans leads, the portfolio follows

We're done with shoddy, outdated tech holding advisers back and stifling productivity.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

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  • 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 throughout the UK are using Timeline Planning to give clients clarity, confidence and conviction with their financial plans. Here's an example of how...

 

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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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