AI is everywhere right now, but for financial advisers, the real opportunity is not generic AI tools or disconnected chatbots.
It’s connected AI - powered by the client data, workflows and systems advisers already use every day.
That’s why we built Pennee.
Pennee is Timeline’s new AI assistant for financial planners, designed to help advisers unlock the full power of Timeline’s integrated ecosystem through a simple chat experience.
Prepare meetings. Draft reports. Build cashflows. Send FactFinds. Trigger workflows.
All powered by the connected data already inside Timeline.
Built for the way advice firms actually work
- prepare for an annual review
- summarise meeting notes
- draft client communications
- send FactFinds
- help structure financial plans
- trigger follow-up workflows
Built for regulated advice firms
AI in financial planning carries real responsibility.
That’s why Pennee is designed around adviser oversight and explicit approval.
Pennee can prepare drafts, suggest actions and assemble workflows - but it never sends, submits, changes or triggers anything independently.
Every output is reviewed by the adviser first. Every action requires explicit approval.
Your firm remains in control at all times.
Connected AI inside Timeline
The real power of Pennee comes from connection.
Planning. Platform. Portfolios. Reports. Workflows. Client records.
Instead of jumping between systems, advisers can simply ask Pennee to help get the work done.
This is not AI bolted onto a disconnected tech stack.
It’s AI embedded directly into Timeline’s integrated ecosystem.
See Pennee in action
On 4th June at 11am, we’re hosting a live walkthrough of Pennee in action.
Join us to see how advisers are already using Pennee across:
- meeting preparation
- report drafting
- financial planning
- workflow automation
- client servicing
