Value proposition

Empowering Financial Advisers & Financial Planning Firms with best-in-class planning technology and portfolio management

Timeline empowers Financial Advisers so they can deliver exceptional value to their clients.

We make financial planning easier for advisers and firms with our best in class planning technology and evidence-based investment model portfolio management service.

Timeline Portfolios: Timeline Portfolios provides advisers with one of the best investment portfolio management options via our low-cost, evidence-based, discretionary model portfolio service (MPS). Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.

Timeline Planning: Discover our financial planning software and create clear, compelling financial plans built on 100+ years of capital markets data. Register and try for free. Compare plans, stress test against 100-years' capital markets data - all in a highly visual way that brings it to life for clients.

We are rapidly expanding and currently have over £3.5bn Assets Under Management (AUM).

Get in touch to discuss 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