tl-platform-white-beta

Where the

 ADVISER - CLIENT RELATIONSHIP 

Takes Centre Stage

Register Your Interest

Timeline Platform is the integrated ecosystem built for modern financial advisers.

What sets Timeline Platform apart?

The seamless integration of critical advice tools—Customisable Factfind, Risk Profiler, Cashflow, Investment Analytics, Modular Reporting, Digital Onboarding Suite (including KYC/AML, Digital Letters-of-Authority), and Client Portal—with embedded Trading and Custody capabilities.

This unified platform significantly elevates client experience, streamlines adviser workflow, and reduces costs by providing a truly integrated technology stack for financial planning, portfolio management, custody, and administration of client assets.

Features

We’ve thoughtfully crafted a unified platform that fades into the background, putting the adviser-client relationship front and centre!

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Single Source of Truth

Streamline your financial management with a unified platform: one login, one dashboard, and one client database for planning, portfolio management, and asset custody. Say goodbye to fragmented tools and processes.

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Connect the Dots

Drawing from our experience across 17+ platforms, we've created a unified solution to seamlessly align, track, and manage your clients' assets and financial goals.

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Excellent Value for Money

For only 15 bps, our platform boosts efficiency by saving you money, freeing up client time, and cutting out tedious admin work.

 

tl-platform-white-beta

Where the
 Adviser-Client Relationship 
 Takes Centre Stage

Register Your Interest

 

Timeline Platform is the integrated ecosystem built for modern financial advisers.

Timeline Platform is the integrated ecosystem built for modern financial advisers.

Timeline Platform is the integrated ecosystem built for modern financial advisers.

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What sets Timeline Platform apart is the seamless integration of critical advice tools, including Factfind, Risk Profiler, Cashflow, Investment Analytics, and Client Portal, with embedded Trading and Custody capabilities.

This unified platform significantly elevates client experience, streamlines adviser workflow, and reduces costs by providing a truly integrated technology stack for financial planning, portfolio management, custody, and administration of client assets.

This is not just another 'me-too' platform — it's what we call Platform 3.0

What sets Timeline Platform apart?

The seamless integration of critical advice tools—Customisable Factfind, Risk Profiler, Cashflow, Investment Analytics, Modular Reporting, Digital Onboarding Suite (including KYC/AML, Digital Letters-of-Authority), and Client Portal—with embedded Trading and Custody capabilities.

This unified platform significantly elevates client experience, streamlines adviser workflow, and reduces costs by providing a truly integrated technology stack for financial planning, portfolio management, custody, and administration of client assets.

Features

We’ve thoughtfully crafted a unified platform that fades into the background, putting the adviser-client relationship front and centre!

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A Single Source of Truth

One login. One dashboard. One client database to drive every aspect of your financial planning, portfolio management, and custody of client assets. Gone are the days of disjointed tech tools, poor integration, fragmented data, and convoluted processes that send you chasing your tail.

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Connect the Dots

We’ve applied our real-world experience of managing money on 17+ platforms to build a unified platform where you can truly align your clients' assets with their financial plans, track against their goals, and manage assets effortlessly and effectively.

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Excellent Value for Money

For just 15 bps, our platform saves you time and money, allowing you to maximise your time with clients and eliminate frustrating administrative tasks.

Timeline Platform is the integrated ecosystem built for modern financial advisers.

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Features

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Where adviser-client relationship takes centre stage

We’ve thoughtfully crafted a unified platform that fades into the background, putting the adviser-client relationship front and centre! 

Stage Icons 3

A Single Source of Truth

One login. One dashboard. One client database to drive every aspect of your financial planning, portfolio management, and custody of client assets. Gone are the days of disjointed tech tools, poor integration, fragmented data, and convoluted processes that send you chasing your tail.

Stage Icons 4

Connect the Dots

We’ve applied our real-world experience of managing money on 17+ platforms to build a unified platform where you can truly align your clients' assets with their financial plans, track against their goals, and manage assets effortlessly and effectively.

Stage Icons 5

Excellent Value for Money

For just 15 bps, our platform saves you time and money, allowing you to maximise your time with clients and eliminate frustrating administrative tasks.

Intelligent Investment Administration 

With our coveted Three-Pot Strategy, clients' assets are automatically segregated into three sub-accounts—Cash, Model Portfolios, and Assets held outside of models, including stocks and shares. 

With automated contributions, flexible sell-down, and withdrawal options, you can prioritise your clients' financial needs by automating processes to ensure funds are available when required and all fees are covered the way you want.

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Intelligent Investment Administration 

With our coveted Three-Pot Strategy, clients' assets are automatically segregated into three sub-accounts—Cash, Model Portfolios, and Assets held outside of models, including stocks and shares. 

With automated contributions, flexible sell-down, and withdrawal options, you can prioritise your clients' financial needs by automating processes to ensure funds are available when required and all fees are covered the way you want.

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Our typical low-cost pricing model

Timeline Platform

0.15%

Price per annum. Minimum requirements apply

Key features included:

  • Smooth Onboarding
  • Digital Letters-of-authority
  • Fully Customisable Factfind
  • Client portal
  • Dedicated support at every level
  • Real-time transfer tracking
  • Low-cost
  • Family linking
  • Full Timeline Technology suite

Our typical low-cost pricing model

Timeline Platform

0.15%

Price per annum. Minimum requirements apply

Key features included:

  • Integrated Factfind
  • Client Portal
  • Client onboarding suite
  • DocuSign integration
  • Secure Messaging
  • Open banking
  • Switch Reports
  • Drift Tracking
  • ID Verification & AML
  • In-Specie Tracker

What financial advisers say about us

What financial advisers say about us

 

T I M E L I N E  P L A T F O R M

Shining The Spotlight
 On Great Client Outcomes! 

Register Your Interest

 

 

tl-platform-white-beta

Shining The Spotlight
 On Great Client Outcomes! 

Register Your Interest