You simply sign up and you can start using the full, unlimited version of timeline and set up a maximum of three clients. Pull data using our integrations with the core platforms, use Livetrack to regularly stress test client plans - everything is available to you during your trial.
During your trial period, you can access the Help Centre where there are videos and guides to help you get started. Plus, our team is available to give you the support you need to get the most out of the tools.
Absolutely not. If you do not want to take up a paid subscription to Timeline after setting up 3 clients, there is no charge.
No, Timeline is here to support advisers to generate the best outcomes for their clients. We value the human element of advice and do not have a direct-to-consumer offering.