About

Timeline empowers Financial Advisers so they can deliver exceptional value to their clients. We make financial planning easier for advisers and firms with our best in class planning technology and evidence-based investment model portfolio management service. Timeline Portfolios: Timeline Portfolios provides advisers with one of the best investment portfolio management options via our low-cost, evidence-based, discretionary model portfolio service (MPS). Timeline Planning: Discover our financial planning software and create clear, compelling financial plans built on 100+ years of capital markets data. Compare plans and scenarios in a highly visual way that bring them to life for your clients. Timeline Platform: A unified ecosystem emphasizing adviser-client relationships. Streamline workflows, improve client experience, and save resources with our integrated tools. We are rapidly expanding and currently have over £9bn Assets Under Management (AUM).

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