Where the
ADVISER - CLIENT RELATIONSHIP
Takes Centre Stage
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!
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.
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.
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.
Where the
Adviser-Client Relationship
Takes Centre Stage
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!
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.
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.
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.
Features
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!
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.
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.
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.
Intelligent Investment Administration
When you hold a model portfolio, it can be hard to hold cash and other assets in the same wrapper without them stepping on each other's toes. No platform has been designed with MPS in mind and with MPS an ever-more popular solution, this is becoming a bigger and bigger problem.
That is why every wrapper in Timeline Platform have been designed with an intelligent two-pot system: your model portfolio in one pot and all your other assets and cash in the other. No more having to sweep cash or loose assets elsewhere or wondering which cash is available for a transaction. Just a platform doing what it should do: work!
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.
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!
Shining The Spotlight
On Great Client Outcomes!