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FOR FINANCIAL ADVISERS ONLY
A FULLY INTEGRATEDECOSYSTEM FOR
FINANCIAL ADVISERS
We empower financial advisers to work smarter, serve better and grow faster
The Engine Behind Your Success
Timeline unifies planning, investing, and platform into one seamless ecosystem, underpinned by Pennee, our AI Assistant, that helps you supercharge your advice practice.. Use it all, or just the parts you need:
PLanning
From the initial factfind and risk profiling to cashflow modelling, IHT planning and customisable reporting. Build and compare clear, confident financial plans, rigorously stress tested against 100+ years’ real market data with full audit trails.
Investing
Costs matter. Our low-cost, evidence-based, globally diversified model portfolios and multi-asset fund range follow Nobel Prize-winning principles. Compare portfolios, dive into performance and analytics, and elevate your CIP.
PLatform
One login, one dashboard, full control. Digital onboarding suite including LOAs, KYC and AML. Manage accounts, trades, documents, LOAs and transfers all in one place. Share all key info and documentation on your client portal for a better client experience.
Planning
Compare plans, stress test against 100-years' capital markets data - all in a highly visual way that brings it to life for clients.
Portfolios
Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.
Planning
Compare plans and stress test against 100years' capital markets data in a highly visual way that brings it to life for your clients.
Portfolios
Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.
Exclusive to financial advisers
We make financial planning easier for advisers and more engaging for clients. Financial Advisers add the most value to clients through personalised plans and coaching that gives clients clarity and confidence in their financial future. Hear the direct feedback from advisers and firms who have reaped the benefits of working with us.
Exclusive to financial advisers
We make financial planning easier for advisers and more engaging for clients. Financial Advisers add the most value to clients through personalised plans and coaching that gives clients clarity and confidence in their financial future. Hear the direct feedback from advisers and firms who have reaped the benefits of working with us.
Helping Forward-thinking firms deliver better advice
"I started working with Timeline in 2025 and have been really impressed with them. Their service has been exceptional, and they have really made me feel valued, which is a rare thing nowadays. The Timeline portal is very useful; it allows me to build relevant client reports quickly and easily and provides in depth data when comparing investment portfolios. To top it all off, investment performance has improved across my client base, so everyone is happy."
"I recommend Timeline's discretionary investment portfolios to my clients due to their focus on low-cost, evidence-based investing. Their portfolios have delivered consistently strong performance, giving clients confidence in their investments. The support from the Timeline team is excellent — they are responsive, helpful, and easy to work with. The range of support materials and tools available for both advisors and clients is also very useful, making it easier to explain investment strategies and keep clients informed. Overall, Timeline offers a cost-effective, well-supported solution that delivers reliable results."
“What I like most about Timeline is the people. You feel like part of a family, supported, and as a sole practitioner, it’s invaluable to have people to reach out to—people with ideas and thoughts who can connect with you so easily!”
Karen Ritchie
Karen Ritchie Financial Planning
“Timeline has blown us away. The access to fund information, adviser support software and investment technical updates has had a massive positive impact at Magenta. Great people to work with, professional, authentic and fun.”
Gretchen Betts
Magenta Financial Planning
“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.”
Matt Pitcher
Altor Wealth
"Timeline’s intuitive design and market-leading tools have significantly enhanced my ability to deliver clear, client-focused advice while saving time and improving results."
Robert McFarlane
RJM Financial Management
"Timeline's integrated platform has streamlined our portfolio management and financial planning processes. Its ease of use, regular updates, and excellent support have made it a key part of our success. It's a tool we trust to deliver better outcomes for both our team and our clients."
Chris Hindle
Frazer James
“We have been super impressed with Timeline – the simplicity of the portfolios, the amazing tech stack, and the incredibly friendly team behind the scenes. Timeline is everything we were searching for and more!”
Liam Richardson
Universal Finance
Why Timeline:
Timeline is a fully-integrated ecosystem for financial advisers
Say goodbye to fragmented tech and inefficient workflows. By combining advanced Planning Software, Evidence-Based Model Portfolios and/or Multi-Asset Funds, and innovative Platform Technology for order handling and custody, we simplify and support your processes, save you time, reduce costs, and create exceptional outcomes for your clients, now with Pennee, the AI assistant that helps you supercharge your advice practice.
Digital Letters of Authority
best-in-class
risk profiler
stress-test & compare financial plans
investment analytics & portfolio comparison
embedded
order handling & custody
client PORTAL with secure messaging
real-time transfer tracking
Getting started
is simple:
1.
book a demo
Fancy a closer look or a chance to ask questions? Book some time with your regional rep for a personalised demo.
2.
Download our brochure
Want something to read at your leisure?
3.
Sign up for our emails
Sign up for access to our product updates, events, webinar invitations and latest research.
This online tour will show you all the features and benefits of Timeline's unified eco-system for financial planners.
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