Built for modern advice firms, our platform removes friction across the entire client journey - from onboarding to reporting.
Free your time, focus on what matters - your clients.
Tired of clunky systems? Remove all the rekeying and build and stress test plans, compare portfolios and look after trading and custody in one fully-integrated ecosystem.
Onboarding pain? Digital onboarding with digital factfind, risk profiling, AML & KYC checks saves oodles of time and helps keep clients engaged.
Frustrated with lack of visibility? Real-time transfer tracking, secure messaging and a powerful client portal change the game.
Managing fees giving you a headache? Transparent, low-cost pricing with family-fee flexibility lets you set fees the way you want.
Automate onboarding, transfers, and reporting to focus more on clients and less on admin.
From just 0.15% per annum, reduced to 8bps for larger portfolios, with full family linking and no hidden fees.
Thanks to our partnership with Seccl, we connect seamlessly with Intelliflo and Plannr, and continue supporting data from 20+ Platform providers.
Trading and custody powered by Octopus-owned fintech Seccl - stable, reliable, and secure.
Covered by the Financial Services Compensation Scheme for that extra peace of mind.
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.
Your clients deserve one place to see their full financial life - joined up, crystal clear, and finally in sync.
See how Timeline works and how we can support your business.
We support you with migration, training, and onboarding support.
Less time on admin, more time on client service.
This online tour will show you all the features and benefits of Timeline's unified eco-system for financial planners.
