Assets Under Management
Investment fees savings per annum
Ideal for firms operating in-house models that are keen to reduce inefficiencies. Firms can retain their asset allocation policy whilst benefitting from our technology, governance and oversight.
Price per annum. Minimum requirements apply
Timeline Portfolios is the UK’s premier low-cost, evidence-based, turnkey discretionary
model portfolio service (MPS)exclusive to financial planning firms.
We started working with Timeline this year and have been blown away by the service levels they have provided. The access to fund information, adviser support software and investment technical updates has had a massive positive impact at Magenta.
The team are great people to work with, professional, responsive, authentic and fun, which we all really appreciate.
For us and our clients, it's great to have a team of individuals behind us focused on their investments - including dedicated investment analysts and investment specialists. We have a process and an investment philosophy that we can explain and have full confidence in.
I love embracing technology and with Timeline Portfolios there are always new developments and they help us to communicate well with our clients through their highly visual tech and reporting.