Timeline

What it does

Timeline makes financial planning easier with our best-in-class planning technology and evidence-based investment model portfolio management service.

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: 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. 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. One login,…from timeline.co

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