Timeline Platform in Action: A Seamless Onboarding Experience for Advisers
How Timeline simplifies client onboarding and platform management
In the recent Timeline Platform in Action webinar, Adviser Success Manager Greg took financial advisers through a live demonstration of how the Timeline Platform streamlines the entire client onboarding journey.
Using a case study with a fictional client, John Smith, Greg showed how advisers can move from adding a new client to completing full onboarding in minutes — all within a single, intuitive interface.
The demonstration highlighted how Timeline helps advisers save time, improve compliance, and deliver a smooth, paperless experience for every client.
1. Fast, intuitive client setup
Greg began by showing how easy it is to add a new client using the “Add New Client” option. Advisers can enter essential details, link partners if needed, and instantly generate a platform cost illustration.
Each firm’s adviser profiles are pre-configured, ensuring correct attribution and fee visibility. Built-in prompts help advisers meet compliance and KYC requirements automatically, reducing manual admin and the risk of errors.
2. Household linking and cost efficiency
A standout feature demonstrated was family linking. Advisers can connect family members within the same ecosystem, giving clients access to reduced platform charges across the household.
This enables advisers to demonstrate clear value to multi-generational clients while strengthening retention and engagement.
3. Building the investment structure
Next came wrapper creation. Advisers can add and configure ISAs, SIPPs, or GIAs, each connected to the agreed model portfolio. For every model account, a Flex account is automatically created to hold cash or satellite funds, maintaining flexibility within each portfolio.
Greg also demonstrated how advisers can apply tiered or flat fees, offset fees between wrappers for tax efficiency, and set client-level charges — all from one screen
4. Transfers, contributions, and withdrawals
Transfers can be initiated electronically from a list of supported providers or handled manually when required. Multiple transfers can be added in a single session, simplifying bulk movements for larger client books.
Contributions and withdrawals are equally straightforward. Advisers can set one-off or recurring payments via bank transfer or direct debit, with clear scheduling and guidance.
It’s a practical, flexible workflow designed to reflect real-world advice processes.
5. Compliance and verification built in
Timeline’s process embeds anti-money laundering and client verification at every stage. Advisers enter key details such as nationality, national insurance number, and address history, which the platform verifies automatically.
If further information is needed, the Timeline operations team reaches out directly to the adviser, keeping the process compliant and efficient.
6. The client portal: clarity and transparency
Once onboarding is complete, advisers can invite clients to their personalised client portal. Clients log in securely, review documents, accept terms, and confirm any direct debits or withdrawals.
The portal provides view-only access, allowing clients to see valuations, transactions, and key documents while advisers retain full control.
Built-in secure messaging lets advisers and clients communicate directly within the platform, ensuring all interactions are logged safely in one place.
7. Adviser dashboard: control at your fingertips
From the adviser view, it’s easy to manage each client’s platform activity. Advisers can:
-
View holdings across ISAs and SIPPs
-
Buy or sell assets directly from the dashboard
-
Download KIDs and fund factsheets
-
Track transfers and generate reports
Greg emphasised that this visibility supports proactive service and efficient portfolio management.
8. Pricing, integrations, and what’s next
The platform’s pricing is highly competitive: 15 basis points up to £500,000 AUM, and 6 basis points thereafter, with further savings available through family linking.
Timeline continues to evolve, with trusts, corporate GIAs, and junior SIPPs on the roadmap for 2026.
Greg also introduced Woven Advice a partner firm specialising in data cleansing and platform transfer comparisons. Woven enables advisers to analyse client data, identify transfer opportunities, and benchmark platform costs.
Current integrations include Intelligent Office, Xplan, Curo, and Moneyinfo, with two-way data syncing in progress.
9. Dedicated support for advisers
Advisers have direct access to Timeline’s Adviser Success Managers, Business Development Managers, and Platform Operations teams through live chat and email.
Firms can also request callbacks or reach out directly to their regional contact, ensuring quick, knowledgeable support without unnecessary delays.
10. The future of adviser-led platforms
The session concluded with a Q&A covering due diligence, fees, integrations, and roadmap features.
The key takeaway was clear: Timeline is redefining what an adviser-first platform looks like — combining automation, compliance, and personalisation to help advisers deliver an exceptional digital experience for every client.
Discover more
Explore how the Timeline Platform can transform your client onboarding and management process.
For data and transfer support, visit Woven Advice.
