Value proposition

Empowering modern financial advisers with an integrated ecosystem for seamless planning, investing, & client management.

Timeline is the integrated ecosystem built for modern financial advisers. Our mission is to empower financial advisers to help millions of people plan, invest, and retire with confidence.

What sets Timeline apart is the seamless integration of critical advice tools, including Customisable Factfind, Risk Profiler, Cashflow, Investment Analytics, Modular Reporting, Digital Onboarding Suite (KYC/AML, Digital Letters-of-Authority) and Client Portal - with embedded Trading, Custody & Tax Wrappers currently in Beta.

This unified advice-tech significantly elevates the client experience, streamlines adviser workflow, and reduces costs by providing a truly integrated technology stack for financial planning, portfolio management, custody, and administration of client assets.

Explore how Timeline can streamline your workflow and enhance client outcomes. Get in touch to see how we can work together.

Sustainable Withdrawal Rate, Financial Services, Constant Inflation Adjustment, Guyton Inflation Adjustment, Ratcheting Rule, Cap and Collar Inflation Adjustment, Portfolio Management, Asset Allocations, Historical Returns, Retirement Strategy, Financial Adviser Tech, Discretionary Portfolio Management, Investment Strategy, Financial Planning Tech, and Financial Adviser Toolkit