Timeline

Empowering Financial Advisers and Financial Planning Firms with best-in-class planning technology and portfolio management.

[Timeline @Timeline_Tech]

📚 Looking for your next great read this summer?

Abraham Okusanya's Recommended Reading for Financial Planners: Summer 2026 is now live. This year's list takes a stronger investment focus, exploring topics including navigating market uncertainty, behavioural finance, long-term wealth creation, pricing your value, and the stories behind some of the world's most influential investors. It's a collection designed to inspire fresh thinking and spark new ideas for financial planners. Whether you're reading on the beach, in the garden, or between client meetings, there's something here to add to your list.

Read the full recommendations here: https://t.co/iZUg0mZkhd

What's the best book you've read this year?

[Timeline @Timeline_Tech]

When does a bet become an investment?

A US soldier turned $33k into $410k. A French trader moved US election odds with a $45m position. The platform behind both has attracted a $2bn investment from the owner of the NYSE.

Is Polymarket investing, or just gambling? https://t.co/ttw6mxw9Ry

[Timeline @Timeline_Tech]

Markets fall. Clients get nervous. Advisers get the call.

Our latest research explores the historical cost of panic selling by analysing 973 retirement scenarios, testing what happens when investors miss the market's strongest periods.

Read the full article here: https://t.co/JMhvkvYsNh

[Timeline @Timeline_Tech]

LOAs are a necessary part of the advice process, but they do not need to be an administrative burden.

For Rory Albon, Founder and Independent Financial Planner, Timeline's LOA functionality has helped streamline LOA management and reduce administration.

"It takes a ton of time off us to focus on actual, meaningful client work, and not administration."

Read the full story: https://t.co/MR0DE32bAV

[Timeline @Timeline_Tech]

The upcoming IPOs of SpaceX, OpenAI and Anthropic have generated significant attention, but what could they actually mean for investors?

In our latest blog, Alex Crowther explores how these mega-cap listings may affect index funds, portfolio exposure and diversification, and why the real-world impact could be more modest than the headlines suggest.

Read the full article here: https://t.co/EepfnYdVgy

[Timeline @Timeline_Tech]

Ever wish you could show a client exactly what a change to their account looks like before you make it?

With illustrations on Timeline, you can. Model deposits, withdrawals, new accounts and more, adjust the inputs until it looks right, then share the cost illustration straight to the client's document centre or by email.

Watch it in action here: https://t.co/K155BuKH5v

[Timeline @Timeline_Tech]

Multi-Asset Fund or MPS? It depends on the client.

We're running a practical webinar on Thursday, 25th June (2–3 PM) with Laurentius van den Worm, our Head of Investment Strategy, covering the key factors that could influence the decision: CGT, income needs, Consumer Duty, wrappers, and more.

Register here: https://t.co/YPYsAk0ZB4

[Timeline @Timeline_Tech]

Join us on 4th June at 11am to see Pennee, Timeline’s AI assistant for advisers, live in action.

Register here: https://t.co/nNr5Wi2rNl

[Timeline @Timeline_Tech]

Voting for the Financial Adviser Service Awards is now open 🎉

We’re proud to have achieved a 5-star DFM rating for two years running, and hugely grateful for the continued support and feedback from advisers.

Your feedback helps us keep improving the service and support we provide every day.

Cast your votes via the link below👇
https://t.co/oXekeBeCY0

[Timeline @Timeline_Tech]

Meet Pennee - Timeline’s new AI assistant for financial planners.

Prepare meetings. Draft reports. Build cashflows. Trigger workflows.

See Pennee in action on 4th June at 11am 👉 https://t.co/l2wAv3Ah9y

[Timeline @Timeline_Tech]

Meet Pennee ... launched live at Adviser 3.0 in front of 800 advisers, Pennee is already one of the most talked-about innovations from the event.

Want to learn more? Sign up for our webinar 👇

Register here: https://t.co/ELaiSaklZ3

[Timeline @Timeline_Tech]

What does Consumer Duty look like in practice?

Our latest blog explores how the investment team applies it day to day, from modelling through to operations, with a consistent focus on client outcomes.

Read more: https://t.co/dzSJa6pkn5

[Timeline @Timeline_Tech]

How easily can your platform reporting support firm oversight?

In this update, Lucas Chanet, Platform Product Manager at Timeline, outlines the firm-level reporting available within Timeline Platform, including exports covering AUM, fees, transfers and account-level data.

Find out more here: https://t.co/wFhKOMbAwN

[Timeline @Timeline_Tech]

Retirement illustrations should reflect the strategy being discussed.

In this platform update, Lucas Chanet, Platform Product Manager at Timeline, outlines enhancements to onboarding that help advisers model drawdown income, crystallisation events and flex account allocations more accurately.

Read more here: https://t.co/dWZPruBP0v

[Timeline @Timeline_Tech]

Is a global debt crisis emerging?

Government debt has climbed sharply since the pandemic, raising understandable questions from investors. But does the current environment actually signal a crisis?

Read the article: https://t.co/9Mk0pyJbkr

#Markets #Investing #FinancialAdvisers

[Timeline @Timeline_Tech]

Trusts can add complexity when they sit outside your main platform workflow.

In this short update, Lucas Chanet, Platform Product Manager at Timeline, explains how advisers can now manage a range of UK registered Trust types directly within Timeline Platform.

Read more here: https://t.co/42uECrgmfC

[Timeline @Timeline_Tech]

Clear analysis is easier to explain.

The latest Analytics update makes it easier to turn portfolio analysis into client-ready reporting.

Dashboards flow directly into PDF exports, reflecting exactly what you see on screen. Technical and client-friendly visuals can sit side by side, supporting clearer explanations and more consistent reporting.

Find out what is new → https://t.co/kEqawijFRn

[Timeline @Timeline_Tech]

Happy International Women’s Day 💜

Today we’re celebrating all of the incredible women and advocates at Timeline, as well as those across the industry who are making an impact on the future of advice and going the extra mile for their clients.

Give to gain can mean many things, from sharing knowledge and supporting colleagues to mentoring others and championing new ideas that help our industry move forward.

What does #GiveToGain mean to you?

[Timeline @Timeline_Tech]

Recent developments in the Middle East have led to understandable concern and significant media coverage.

Laurentius van den Worm, our Head of Investment Strategy, has written a short note providing perspective on what the current escalation between Israel and Iran may mean for markets and diversified portfolios.

Read the full piece, Iran conflict: turmoil in the Middle East, but not in your portfolio, on our blog → https://t.co/3V3QdVbdfB

[Timeline @Timeline_Tech]

More context when comparing portfolios.

Timeline Analytics now supports comparisons across up to six portfolios, with flexible time period selection and additional visualisations to support risk and return discussions.

Performance can also be viewed alongside inflation benchmarks, helping advisers place outcomes in a clearer context.

Explore the latest analytics updates → https://t.co/iNnViNCHkx