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.

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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

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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:

…and many more coming soon

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'
Justin King CFP
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.”
Gianpaolo Mantini
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.“
Imelda de Bruin
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”
Matt Pitcher
Managing Partner, Altor Wealth