Timeline Planning helps you create clear and compelling financial plans. Built on over 100 years of real market data. It gives your advice weight and your clients confidence and peace of mind.
Timeline Planning:
Less admin. Clearer conversations. More time for clients.
Timeline Planning streamlines everyday tasks and helps you bring financial plans to life to show the real value of your advice.
Why firms are using Timeline Planning:
Turn cashflow projections, plan comparisons and IHT modelling into clear visuals - helping clients to understand their plan and their options with clarity and confidence.
Explore and show client how plans might respond to changing markets and inflation using over 100 years of historical data - with a clear audit trail to support suitability reviews.
Reduce manual work with back-office integrations, flexible spreadsheet imports, digital LOAs and customisable, modular reporting.
From meeting preparation to draft financial plans, reports and follow-up tasks, Pennee, your AI assistant*, helps you turn client information into work ready for your review. *Currently in beta.
Continuously developed with adviser feedback, to support the way your firm works.
Tailored templates and automated data entry make gathering and updating client information effortless.
Reduce your LOA admin by 80% with our fully automated requests, follow-ups, and tracker.
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.
Accurately assess risk tolerance and capacity for loss, backed by 120+ years of market data.
Explore market, inflation and longevity risks, and see how outcomes might change as client circumstances evolve.
Demonstrate suitability and good outcomes while keeping a full audit trail.
Save time on client reviews prep with modular, client-friendly reports that you can customise to suit your exact needs.
Import client data from intelliflo or use Pennee’s Universal Spreadsheet Importer to bring client details, accounts and holdings into Timeline from almost any spreadsheet.
Book a demo with one of our team, so we can show you how our tech can support your individual advice journey.
Download our Planning brochure to have a quick-reference to all the details and/or to share with your team.
Access the full Timeline Planning suite for just £1 and explore all the features.
Try full functionality for just £1 for the first 30 days. Thereafter, the cost is only £145 + VAT per month / £33.75 + VAT per week, including unlimited clients. Cancel anytime.
