Timeline

Name: Timeline
Price: 0.09 GBP

Place

#22 of 34

Chart

Score

6.2

The facts below are what the maker publishes about Timeline, checked and dated. Our editors have not written about it yet.

Plans and prices

From Timeline's own pricing page, checked 9 Oct 2001.

Plan	Price	What it gives you
Timeline Portfolios	£0.09 a year	access to full Planning suite included if at least £20 million of client funds are invested in Timeline Portfolios or Platform · 0.09% per annum; minimum requirements apply
Timeline Platform	£0.15 a year	£120 + VAT annual fee for drawdown clients · 15 bps on the first £500,000 and 6 bps thereafter
Timeline Planning	£135 a month	full planning suite · £1 for first 30 days · £135 + VAT per month; £33.75 + VAT per week; unlimited clients; cancel anytime

Each one read from Timeline's own pages, with the date it was checked.

AI assistant: Pennee is Timeline's AI assistant for financial planners.checked 9 Oct 2001
Audience: Timeline Planning is described as exclusively for UK financial advisers.checked 9 Oct 2001
FactFind: Timeline FactFind provides customizable client data collection for UK financial advisers.checked 9 Oct 2001
Integration limit: Timeline's help page says push-to-backoffice via API is currently available only for Intelliflo and requires a paid subscription or invested clients.checked 9 Oct 2001
Integrations: The platform page says it connects with Intelliflo, Plannr and Woven through its Seccl partnership and supports data from more than 20 platform providers.checked 9 Oct 2001
Purpose: Timeline describes itself as an integrated planning, investing and platform ecosystem for financial advisers.checked 9 Oct 2001
Regulatory status: Timeline says its investing and platform services are provided by FCA-authorised Timeline Portfolios Limited, while its planning software is provided by Timelineapp Tech Limited and is not FCA-regulated.checked 9 Oct 2001
Security: The platform page states that client account information is held securely with 256-bit encryption and that clients are covered by the FSCS.checked 9 Oct 2001
Support: Platform advisers receive direct access to an experienced platform specialist and a single relationship team.checked 9 Oct 2001

Company history: Timeline's about page traces its history to Finalytiq's launch in 2016 and says Timeline launched in 2018 to help advisers address decumulation using real data.checked 9 Oct 2001
Founded: 2018checked 28 Sep 2001
Headquarters: 70 Gracechurch Street, London, EC3V 0HR, United Kingdomchecked 28 Sep 2001

Planning: Its cashflow modelling lets advisers stress test plans against real historical market data and compare scenarios.checked 9 Oct 2001

Platform tools: The platform combines onboarding, transfers, trading, custody, portfolio management and a client portal.checked 9 Oct 2001