




“Finally my financial plans are validated against over 100 years of economic history instead of making arbitrary assumptions”
Captivate your clients with powerful visualisations of their financial future, calculated using reliable data, expertise, and advanced technology
Timeline's decades of real data, validated research and methodology allow us to create informed models of potential scenarios, meaning you can show your clients projections they can trust
No need to gather reports from multiple sources. Cut the time it takes to prepare for an Annual Review by up to 60% by easily pulling all the information you need from Timeline
Timeline's methodology and technology mean you can demonstrate suitability and sustainability and retain a full audit trail
Combine Timeline's powerful tools with our Turnkey MPS, Betafolio, and get all the benefits of both for just 9bps or a flat fee. *minimum criteria apply
Making the most out of your clients' money shouldn't be this hard
With our all-in-one solution, you can bring your clients the future they have always wanted, simply, fast and reliably
Lower MPS fees for the client leading to a higher balance...
...and huge savings for you