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About Timeline

https://www.timeline.co/

About Timeline

Timeline is a financial technology company on a mission to empower financial advisers and help millions of people plan, invest for, and enjoy retirement with confidence. Timeline manages over £4bn of AUM in its discretionary model portfolios, and provides an integrated financial software suite that includes Fact Finding, Cashflow, Risk Profiling, Reporting and Portfolio Analytics.

Timeline was the “the UK’s fastest-growing discretionary fund manager” for both 2021 and 2022, breaking into the list of top-10 Model Portfolio Services (MPS) in 2023 compiled by independent research firm Nextwealth, while while Defaqto recognized Timeline as the ‘most recommended MPS by Advisers’ in 2023.

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 Financial Adviser technology firm Timeline Rockets Beyond the £4 Billion AUM Milestone, Simultaneously Doubling Collaborations with Adviser Firms

Financial Adviser technology firm Timeline Rockets Beyond the £4 Billion AUM Milestone, Simultaneously Doubling Collaborations with Adviser Firms

January 10 2024

Timeline, a leading British Fintech platform dedicated to empowering independent financial advisers, has announced it […]

Timeline often associated with:

Abraham Okusanya

Abraham Okusanya