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Planning

Compare plans, stress test against 100-years' capital markets data - all in a highly visual way that brings it to life for clients.
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Portfolios

Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.
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A more flexible approach
to portfolio
Analytics

Flexible portfolio analysis and reporting for UK IFAs.
Build dashboards your way, analyse portfolios in context, and present information clearly for both technical review and client conversations.

 
Exclusively for UK Financial Advisers
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Built Around How You Advise

Advisers use analytics in different ways depending on the client, the advice stage, and the level of detail required. The latest updates to Timeline Analytics are designed to support that flexibility.

You can now tailor dashboards, combine different types of visuals, and generate reports that focus attention on what matters for each conversation.

 

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Planning-1
Portfolios

Planning

Compare plans and stress test against 100years' capital markets data in a highly visual way that brings it to life for your clients. 

Enquire Today

Portfolios

Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.

Enquire Today

Exclusive to financial advisers

We make financial planning easier for advisers and more engaging for clients. Financial Advisers add the most value to clients through personalised plans and coaching that gives clients clarity and confidence in their financial future.  Hear the direct feedback from advisers and firms who have reaped the benefits of working with us. 

 

Exclusive to financial advisers

We make financial planning easier for advisers and more engaging for clients. Financial Advisers add the most value to clients through personalised plans and coaching that gives clients clarity and confidence in their financial future.  Hear the direct feedback from advisers and firms who have reaped the benefits of working with us. 

What Advisers Can Do

1.

Build dashboards around the conversation

Create dashboards by choosing and ordering the charts that matter for the discussion. Set up different views for suitability, reviews, or client meetings without being limited to fixed layouts.

2.

Analyse portfolios in greater depth

Compare up to six portfolios side by side and explore performance across any time period. Use additional visualisations to better understand how portfolios behave across different market conditions.

3.

Turn analysis into clear reporting

Combine technical and client-friendly visuals in one place and export PDFs that reflect your dashboard setup, supporting clearer explanations and more consistent reporting.

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See timeline's Portfolio Analytics in Action

Why this helps in practice

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Flexible Analytics

Flexible analytics allows advisers to focus attention on what is relevant for each client and advice stage, without rebuilding reports or switching tools.

 

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Easy, Structured Exports

Clear structure and aligned exports support explanation, internal review, and documentation across the advice journey.

 

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Clear Performance Comparisons

Show portfolio performance in a meaningful way. Compare investments to inflation benchmarks, market indices, and customised portfolios. Costs and charges can be customised to show exactly why your clients will pay.

Flexible by design

Use Analytics as a standalone analysis tool, or connect it to the wider Timeline ecosystem for a smoother workflow across factfinding, planning, portfolios, and reporting.

This helps reduce rekeying and keeps client information aligned across the journey.

Read More Here
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Ready to give it a try?

Build Dashboards Your Way.
Analyse Portfolios In Context
Explain Outcomes
Clearly

Speak To Our Team
Read More
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This online tour will show you all the features and benefits of Timeline's unified eco-system for financial planners.

Book A Tour

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Timeline Planning is a product of Timelineapp Tech Limited.
Registered in England & Wales. RC: 11405676. 70 Gracechurch Street 4th Floor, London, EC3V 0HR

©2025 Timeline Holdings Ltd. All rights reserved. Privacy Policy VAT number 437083884.
Timeline Portfolios Limited is incorporated under the laws of England and Wales, RC: 11557205, and is authorised and regulated by the Financial Conduct Authority (number 840807). 70 Gracechurch Street 4th Floor, London, EC3V 0HR 
Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.