Make client reporting faster, more flexible, and entirely customisable with our new and improved Modular Reporting!
Create tailored reports that clearly demonstrate portfolio performance, planning outcomes, and strategic insights with this powerful upgrade that brings together data from across the Timeline ecosystem.
Whether you're using one of our pre-built templates or designing your own, Modular Reporting gives you full control over what you include - from investment analysis and risk profiles to financial planning summaries and personalised commentary.
✔️ Fully customisable templates
✔️ Cross-portfolio comparisons
✔️ Built-in fee impact analysis
✔️ Easy to share with clients via email or download
Look out for more content on this being shared very soon.
Have questions or want a walkthrough? Our team’s always happy to help - get in touch here.
