FOR FINANCIAL ADVISERS ONLY

Timeline Platform for Financial Advisers

Join a Community,
Not a Custodian.

A financial advisers platform built around how advisers actually work. One login, one dashboard, real-time visibility for you and your clients, and the tools to lower costs and cut admin.

Book a Demo

See How It Works

Important

The value of investments can fall as well as rise. You may get back less than you invested. Past performance is not a reliable indicator of future results.

Why Switch to Timeline's Platform?

Lower Costs. Better Workflows. Smarter Technology.

We know switching platforms is a big decision. But staying with a platform that no longer meets the needs of your firm or your clients creates its own costs, delays and frustrations.

Free your time, and focus on what matters: your clients.

Timeline Platform gives financial advisers an alternative built around lower costs, less admin, and faster onboarding.

Lower platform costs

Less administration

Faster onboarding

Full bank interest passed to clients

Broad range of wrappers

Household-level pricing

Real-time transfer tracking

One connected technology ecosystem

Why Advisers Choose Timeline Platform:

Save Time and Reduce Errors

Automate onboarding, transfers, and reporting to focus more on clients and less on admin.

Transparent and Low-Cost

From just 0.15% per annum, reduced to 6bps for larger portfolios, with full family linking and no hidden fees.

Integrated, not isolated.

Thanks to our partnership with Seccl, we connect seamlessly with Intelliflo, Plannr and Woven, with same-day investing once your data's in, and continue supporting data from 20+ platform providers.

Partnered With Market Leaders

Trading and custody powered by Octopus-owned fintech Seccl - stable, reliable, and secure.

FSCS Protected

Covered by the Financial Services Compensation Scheme for that extra peace of mind.

Real Support, From a Team That Knows Financial Advisers

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.

Features snapshot:

Tools That Work Smarter for You

Full Cash Interest

100% of bank interest passed back to clients, with no retained margin.

Intelligent investment administration

The Two-Pot structure separates model portfolios from cash and other assets.

Built-in order handling and custody

Manage planning, portfolios, transfers, trading and custody with one login, one dashboard and one client database.

Range of  tax wrappers

Easily manage GIAs, Joint GIAs, ISAs, JISAs, Acc SIPP, Drawdown SIPP, and Offshore Bonds.

Secure Client Portal with secure messaging

Give clients 24/7 clarity by sharing transaction lists, documents, live asset breakdowns for each account, notifications, secure messaging and the financial plan.

Fully customisable family fee management and account-level flexibility

Set your fees as you wish with the option to link family members and set fees at account level.

FSCS protection and 256-bit encryption

Rest assured your clients are covered by the FSCS and their account information is held securely.

What do our clients think?

“The Timeline platform provides a simple, slick solution for our clients. Its excellent visual reporting is available whenever clients log in. Users can see their cash flow planning graphs alongside their invested assets. They can also view their performance returns, all in one place. The whole Timeline ecosystem makes our job as advisers incredibly easy.”

Matt Pitcher

Altor Wealth

“We have been using Timeline's platform for a while now as we believe that it is the best retirement solution in the market. Timeline's constant new feature development and release strategy has really impressed us."

Eugenie Cameron

Malvern Financial Planning

“Timeline’s intuitive design and market-leading tools have significantly enhanced my ability to deliver clear, client-focused advice. Its innovative features save time and enable me to focus on what truly matters—helping my clients achieve their financial goals.”

Chris Hindle

Chartered ALIBF Operations Director & Chartered Associate

timeline-platform-client-portal-dashboard

timeline-platform-integrated-ecosystem-financial-advisers

One Place for Everything, Built on Trust

Your clients deserve one place to see their full financial life: joined up, crystal clear, and finally in sync.

Live dashboards with plan and portfolio visibility
Two-way secure messaging
Document sharing and e-signatures
Smart notifications and alerts

Switching Platforms Doesn’t Have to Be Hard

1.

book a demo

See how Timeline works and how we can support your business.

2.

fast setup and training

We support you with migration, training, and onboarding support.

3.

Deliver more value

Less time on admin, more time on client service.

Book My Demo

What Financial Planning Firms Say

“If Abraham is at the helm then it's sure to be good. What a breath of fresh air he is.”

Eugenie Cameron

Malvern Financial Planning

“Its ease of use, regular updates, and excellent support have made it a key part of our success. It's a tool we trust to deliver better outcomes for both our team and our clients.”

Chris Hindle

Chartered ALIBF Operations  
Director & Chartered Associate

“A true innovator. Exciting times ahead.”