The Latest Multi-Asset Fund Report 2024: Not All Heroes Wear Capes is on its way! 🎉 But before the big reveal, we’re thrilled to invite you to an exclusive webinar where we’ll explore the key trends shaping the multi-asset landscape. 📊 Book your place here 👉 https://lnkd.in/euqTuMut With markets stirring over the past few years—and 2024 being no exception—it’s more important than ever to ensure your clients are in the right funds. This webinar will also provide valuable insights into the economic backdrop shaping our latest analysis. #MultiAsset #Investing #FinancialPlanning #Webinar
Timeline
Financial Services
London, England 4,013 followers
Empowering modern financial advisers with an integrated ecosystem for seamless planning, investing, & client management.
About us
Timeline is the integrated ecosystem built for modern financial advisers. Our mission is to empower financial advisers to help millions of people plan, invest, and retire with confidence. What sets Timeline apart is the seamless integration of critical advice tools, including Customisable Factfind, Risk Profiler, Cashflow, Investment Analytics, Modular Reporting, Digital Onboarding Suite (KYC/AML, Digital Letters-of-Authority) and Client Portal - with embedded Trading, Custody & Tax Wrappers currently in Beta. This unified advice-tech significantly elevates the client experience, streamlines adviser workflow, and reduces costs by providing a truly integrated technology stack for financial planning, portfolio management, custody, and administration of client assets. Explore how Timeline can streamline your workflow and enhance client outcomes. Get in touch to see how we can work together.
- Website
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https://www.timeline.co
External link for Timeline
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- London, England
- Type
- Privately Held
- Founded
- 2018
- Specialties
- Sustainable Withdrawal Rate, Financial Services, Constant Inflation Adjustment, Guyton Inflation Adjustment, Ratcheting Rule, Cap and Collar Inflation Adjustment, Portfolio Management, Asset Allocations, Historical Returns, Retirement Strategy, Financial Adviser Tech, Discretionary Portfolio Management, Investment Strategy, Financial Planning Tech, and Financial Adviser Toolkit
Locations
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Primary
Get directions
70 Gracechurch Street
London, England EC3V 0HR, GB
Employees at Timeline
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Sergey Zubtsovskiy
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Richard Preston
An experienced, enterprising Portfolio Finance Director that helps growth SMEs in the financial, tech and service sectors
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Hana Dickinson MCIM MCIPR
Head of Marketing at Timeline - The fully integrated ecosystem for financial planners | Planning Tech | Low-Cost Evidence-based MPS | Cash Flow…
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Ignacio Julián Gutiérrez
CTO, Timelineapp Tech Limited & Betafolio
Updates
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Join The Financial Planning Club on 10th Jan for "Future-Proofing Financial Planning with Technology." Our Regional Director, Kate Phillips, and Lee Old will explore how tech is transforming financial planning, from cash flow modelling to mitigating sequencing risk. Don’t miss out on insights that can optimise your processes and improve client outcomes. Register below 👇 #FinancialPlanning #FinTech #ClientOutcomes #FutureProofing
✨ We’re lining up our webinars for the new year already! 📆 We’re kicking things off with “Future-Proofing Financial Planning with Technology”, featuring the brilliant Kate Phillips from Timeline and our resident Webinar host, Lee Old. 📢 Check out the events page for more details and registration! #connect #collaborate #empower #financialplanning #technology #webinar #2025
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If you're gearing up and ready to accelerate your growth in 2025, you'll love our LIVE Supercharge Growth event series with Abraham Okusanya and Brett Davidson! 🚀 📍 Touring the UK across six different cities in January and February, Abraham and Brett will be sharing the cutting-edge strategies and technology powering some of the top-performing advisory firms. Get ready to build your roadmap to smarter, faster growth in a highly competitive landscape. Don't miss out! Secure your spot: https://lnkd.in/ewwgDER2 #financialplanning #growthseries #financialadvisers #networking
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The Final Timeline Insights of 2024 is Here! What a year! From game-changing tech like Digital LoAs and the new FactFind to incredible events like Adviser 3.0, it’s been a year to remember. Inside this edition: 💻 Tech Highlights 📍 2024 Events Recap 😍 Team Reflections Wishing you a relaxing holiday season and an exciting start to 2025! Read the full edition below. #TimelineInsights #FinancialPlanning
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Merry Christmas from all of us at Timeline!🎄 As the year comes to a close, we’d like to take a moment to thank our brilliant partners, firms, and colleagues for your support throughout 2024. It’s been a fantastic year, and we’re excited to continue working together in 2025 and beyond. ⭐ Our Christmas Opening Hours ⭐ 👉🏼 Trading will continue as usual during this period, with our Investment team overseeing any trading enquiries. 👉🏼 Our Adviser Success team will be on hand to answer any urgent non-trading queries. Response times may be slower due to reduced capacity during this period. 👉🏼 Our online resources, including the Control Centre, will remain available at all times. Wishing you and your loved ones a joyful festive season filled with peace, happiness, and plenty of good food! Have a wonderful Christmas and a Happy New Year #merrychristmas #financialplanning #timeline
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Think you can beat the market? 🎥 Financial author William Bernstein explains why stock trading is tougher than it seems—like playing tennis against the Williams sisters. Discover why patience and discipline often win over overconfidence. Watch the full video with Robin Powell to learn more 👉 https://lnkd.in/eNmz2ihU #InvestingTips #StockTrading #FinancialWisdom
Traders Compete With Invisible Opponents
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Citywire Adviser Choice Awards 2025 Survey Now Open! 🚨 Now’s your chance to share your feedback on your DFM partners—including Timeline—and let us know how we’re doing! Your insights help shape exceptional support for advisers. ⏰ Deadline: 10th January 2025 Complete the Survey Here 👉 https://lnkd.in/ekquV3Pr #AdviserFeedback #Timeline #Survey #DFM #FinancialAdvisers
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Reliance on Others Agreements (ROO) have arrived! 👥 We’re excited to offer a new way to enhance the service you provide to clients. Want to learn how it works? Get in touch with us today at support@timeline.co 📥 #NewFeatures #FinancialAdvisory #ROO #GetInTouch
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What does financial planning really mean? 🤔 It’s not just about managing money—it’s about aligning your finances with what truly matters in life. Watch Robin Powell in conversation with Professor Meir Statman as they explore the link between financial well-being and life well-being. Discover why clarifying your values is key to living intentionally. Watch now 👉 https://lnkd.in/eZqar6M2 #FinancialPlanning #LifeWellBeing #BehaviouralFinance
Financial and Life Planning Go Hand in Hand
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Why It’s Time to Get Britain Investing 💡 UK investors are missing out by avoiding equities, despite their long-term benefits. In his latest piece, Robin Powell explores why this is happening and what can be done, from financial education to tax incentives. Don’t miss this important read! 👉 https://bit.ly/3CWB8W8 #research #investing #equities #financialeducation
Why It’s Time to Get Britain Investing
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