Advice is your superpower — admin shouldn't be your kryptonite. Our planning tools help you focus on impact by streamlining your core processes.
Turn brilliant advice into beautifully streamlined experiences.
Too much time lost to admin? Automate LOAs, KYC, reviews, and reporting.
Struggling to connect the dots? Integrate seamlessly with intelliflo, Iress, and other key providers.
Want to build confidence in your advice? Use 100+ years of real capital market data, an unbiased risk profiler, and real-world stress tests.
Need to show impact? Clear visuals, plan comparisons, IHT modelling and stress tests prove the value of your advice.
Navigating compliance? Every step is audit-ready and Consumer Duty-aligned.
Compare plans and stress test against 100years' capital markets data in a highly visual way that brings it to life for your clients.
Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.
Tailored templates and automated data entry make gathering and updating client information effortless.
Accurately assess risk tolerance and capacity for loss, backed by 120+ years of market data.
Stress-test financial plans using real-world scenarios from market volatility to inflation.
Reduce your LOA admin by 80% with our fully automated requests, follow-ups, and tracker.
Demonstrate suitability and good outcomes while keeping a full audit trail.
Show the value of your advice by comparing your tax-efficient IHT plan to the default scenario where they may have to pay more tax.
Save up to 60% on review prep time with modular, client-friendly reports that you can customise to suit your needs.
Import data from Intelliflo and reskin it with fewer clicks, making setting up cashflow modelling and more easier than ever before.
Deliver financial plans with clear visuals that make complex concepts simple for clients to understand.
Show them their financial future stress tested against historical scenarios including World Wars, The Great Depression, The Pandemic, and much more. Give them clarity, confidence and conviction. Use the Timeline Chart to show downturns are a feature of the markets, not a bug.
With integrations with the major back office systems, customisable modular reporting, and smart automations like digital LOAs, you can reduce hours of admin and free up time to focus on clients. Not to mention the seamless integration with our investment portfolios and platform.
Ongoing updates based on adviser feedback to ensure you always have the best tools at your fingertips.
Show Clients the Bigger Picture
Deliver financial plans with clear visuals that make complex concepts simple for clients to understand.
Pre-empt market fluctuations with peace of mind
Show them their financial future stress tested against historical scenarios including World Wars, The Great Depression, The Pandemic, and much more. Give them clarity, confidence and conviction. Use the Timeline Chart to show downturns are a feature of the markets, not a bug.
Save Hours Every Week
With integrations with the major back office systems, customisable modular reporting, and smart automations like digital LOAs, you can reduce hours of admin and free up time to focus on clients. Not to mention the seamless integration with our investment portfolios and platform.
Tell us what you need
Ongoing updates based on adviser feedback to ensure you always have the best tools at your fingertips.
Access the full Timeline Planning suite for just £1 and explore all the features. You’ll also have access to a representative who can support you with a demo / success tour or an overview.
Import client data, run projections, and link the plan to their portfolios.
Deliver an advice experience that builds confidence, clarity, and long-term engagement.
This online tour will show you all the features and benefits of Timeline's unified eco-system for financial planners.
