Tue, Apr 5, 2022
Timeline has successfully raised £6m of Series A financing to fund our rapid new business growth and enhance our market-leading financial planning technology and model portfolio service for financial advisers.
Tue, Mar 22, 2022
We're hosting a new wave of Masterclass sessions, starting on the 29th of May. We'll show you the very latest on how we are helping financial advisers get better results for their clients while saving time and money.
Fri, Jan 14, 2022
Abraham Okusanya speaks to Matt Pitcher, Managing Partner at Altor Wealth Management, in episode 22 of Retirementals. Matt is a big technology user, having built his own CRM and he sheds light on the current financial advice market.
Thu, Nov 4, 2021
Betafolio's Multi-Asset Fund Report 2021 looked at no less than 94 fund families, consisting of 420 multi-asset funds. Collectively, they hold almost £190bn of client money.
Tue, Aug 3, 2021
Abraham Okusanya speaks to Sean Hagerty, Managing Director of Vanguard Europe, in the latest episode of Retirementals. Abraham throws Sean into the deep end, asking a broad range of questions, ranging from Sean’s approach to retirement to the 10th anniversary of LifeStrategy funds and their success, and much more.
As part of our commitment to the ongoing development and improvement of Timeline, our second annual survey was sent out earlier this year. Completed surveys were received from an impressive number of advisers and their data analysed to look at what we’re doing well and where we can improve.
We’re excited to show you this fab new feature that helps you to create a full life plan for your clients. You can now plan in your clients’ significant expenses and goals and treat each phase of their life in line with its specific requirements and milestones.
Wed, Jun 2, 2021
SPECIAL EPISODE: Justin King interviews Abraham on the BIG NEWS for Timeline and Betafolio. Here’s what is on the agenda for this episode.
Wed, May 26, 2021
We are holding an exclusive Live Launch webinar for clients on 2nd June to unveil our plans and give you a first look at what we’ve been working on. If you’re not yet a client, read on for details on how you can get involved.
Thu, May 20, 2021
Don’t just tell your clients their retirement journey is still on track. Show them. Timeline’s engaging visualisations put last year in perspective, with a reassuringly clear view of long-term performance, recovery and returns.
Fri, May 7, 2021
Have you listened to Abraham’s Retirementals podcast yet? Each episode is hosted by our CEO, Abraham Okusanya, as he interviews and debates the topics of the day with a range of insightful and influential guests.
Listening to our users is high on our list of priorities. Providing an ever-evolving tool that gives our users what they want and need is at the heart of everything we do. In our latest update, we've taken a look at Income Sources and the Balance Chart, making a few tweaks that we'll think you'll love. Take a look!