Competitive pricing.
Simpler onboarding.
Smarter investing.
All connected with Timeline Planning, Portfolios and Pennee AI Assistant*; giving you more time for clients.
*Pennee is currently in beta. Functionality may change as we continue to develop and refine the experience.
Give your clients more value and your practice more freedom to deliver it.
0.15% annual platform fee on the first £500,000; 0.06% thereafter. Household linking available.
Digital onboarding, built-in KYC/AML checks, client data imports and real-time transfer tracking reduce admin.
Two-Pot strategy separates models from cash and other assets, simplifying income, withdrawals and fees. Clients receive 100% of bank interest.
Pennee* connects client, planning and platform data for meeting preparation, reports and workflows - under your control.
One login and a single client database connect planning, portfolios and platform, minimising rekeying for you - with a clean and clear Client Portal for your clients.
Discover how Timeline platform can transform the way your financial adviser firm operates.
No scripted support. No endless handoffs. Every adviser on the Timeline Platform gets direct access to an experienced platform specialist and a single relationship team.
Because we built this platform with adviser firms, for adviser firms.
Explore the features that support onboarding, investment administration and ongoing client communication.
We provide a digital-first experience that may not be suitable for all clients.
Import existing client data, use digital LOAs to request provider information, and complete built-in KYC and AML checks. Deposits are applied throughout the day, so clients can be invested the same day.
Follow transfer progress directly within the platform, with live visibility and proactive updates. Transfers are chased and escalated to help keep things moving and clients informed.
Hold multiple model portfolios within one wrapper, separately from cash and other assets. Manage cash for income, withdrawals and fees without unintentionally rebalancing non-model holdings or having to create separate sub-wrappers yourself.
Automated withdrawals sell proportionally across the model, helping maintain investment allocations. Schedule regular contributions and withdrawals for any day of the month, with flexible SIPP payment dates to suit clients’ needs.
Bring planning, portfolios and platform administration together through one login and a shared client database. Ask Pennee* to retrieve information, prepare meeting materials, draft reports and create follow-up tasks for your approval.
*currently in beta
Access Timeline investment solutions alongside a growing range of third-party DFM model portfolios and individual funds, giving you flexibility in how you invest for clients.
An integrated in-house SIPP supports accumulation and drawdown, alongside individual and joint GIAs, ISAs, Junior ISAs and offshore bonds.
Link family members for tiered platform pricing, tailor adviser charges and collect fees from individual accounts or across households. Clients receive 100% of bank interest on platform cash, with no margin retained.
Give clients a clear view of their financial plans, portfolios and transactions, with document sharing, secure messaging, e-signatures and notifications in one place.
Trading and custody are powered by Seccl, part of Octopus Group. Eligible claims may qualify for FSCS compensation, subject to its rules and limits.
See how Timeline Platform works and how we can support your business.
Download our Platform brochure to have a quick-reference to all the details and/or to share with your team.
An overview of the Timeline Platform showing how it works, the 2-pot strategy and more...
