…and many more coming soon
Compelling financial plans based on real data
Timeline is revolutionising the adviser tech stack. Our smart planning software delivers accurate projections and exceptional results. Plus, by placing your clients’ assets with our cost-effective model portfolio service, you’ll reduce the overall cost to your client whilst demonstrating excellent outcomes.
No payment details required. You can set up three clients without paying a thing.
Compelling financial plans based on real data
Timeline is revolutionising the adviser tech stack. Our smart planning software delivers accurate projections and exceptional results. Plus, by placing your clients’ assets with our cost-effective model portfolio service, you’ll reduce the overall cost to your client whilst demonstrating excellent outcomes.
Show clients their future
Captivate your clients with powerful visualisations of their financial future, calculated using reliable data, expertise, and advanced technology
Drive confident decision-making
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
Cut annual review prep times
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
Ensure full compliance
Timeline’s methodology and technology mean you can demonstrate suitability and sustainability and retain a full audit trail
Get started with a free account
Planning and investing: The All-In-One Solution you’ve been looking for NEW
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
The old way
Making the most out of your clients’ money shouldn’t be this hard
The new way
With our all-in-one solution, you can bring your clients the future they have always wanted, simply, fast and reliably
Lower costs for both clients and advisers:
Lower MPS fees for the client leading to a higher balance...
...and huge savings for you
Import data in seconds from:
You’re in good company
“I can highly recommend Timelineapp for anyone who's working with clients
in retirement to model their living expenses and see a model of what different portfolios would
have experienced. It's a fantastic piece of software to use live in front of clients and to
bring retirement income planning to life'
Retirement Adviser, MFP Wealth Management
“We've been using Timelineapp for three years now, and it's an integral
part of our retirement decumulation and increasingly part of our accumulation process.”
Managing Partner, Higgins Fairbairn
“We incorporate the Timeline output with our planning report so we can go
into detail about the income and expenditure assumptions we’ve used to build the model. Timeline
also runs scenarios based on historical returns, so we’re not inputting the returns, just the
asset allocations.“
Technical Manager, Manse Capital
“We have been using Timeline's platform for a while now as we believe
that it is the best retirement solution in the market. Timeline's constant new feature
development and release strategy has really impressed us, and we have decided to strategically
partner to adopt Timeline enterprise”
Managing Partner, Altor Wealth
