Timeline @Timeline_Tech
Empowering Financial Advisers and Financial Planning Firms with best-in-class planning technology and portfolio management. linktr.ee/timelineapp London, England Joined April 2018-
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Fine wine, classic cars, art and luxury watches: enjoyable to own, but are they investments? Reva Bala and Xiaolu Huang explore the costs, liquidity and risks behind passion assets. Read the research: eu1.hubs.ly/H0yHMYx0
More flexibility for your clients. More control for your team. We’ve introduced two new updates to Timeline Platform, designed to give advice firms more flexibility in how they work: → Role-based Platform permissions so you can match access to each team member’s responsibilities. → Household settings so you can tailor what individual clients can see, from their own accounts and documents to the wider household view. Both updates are live now. Take a closer look at what’s new 👇 eu1.hubs.ly/H0yB7PN0
We’ve been busy filming some exciting new content, and we can’t wait to share what we’ve been working on. For now, here’s a glimpse behind the scenes. 👀
Your Analytics charts, now in Pennee. With Pennee Analytics, financial advisers can ask Pennee for a portfolio comparison and get the Timeline Analytics chart back in the conversation. Same chart. Same data. Just faster to reach. See how it works and what’s new: eu1.hubs.ly/H0y7qZz0
Does how an index is weighted matter for long-term investors? Our latest research looks at market-capitalisation vs equal weighting, exploring how the two approaches differ across diversification, volatility, rebalancing, liquidity and long-term performance. And importantly, what those trade-offs can mean for passive investors. Read the full research: eu1.hubs.ly/H0y55Bh0
Market leadership is changing again. After years of Magnificent Seven dominance, a broader group of companies is starting to reshape the market narrative. What does that mean for portfolios? Our latest blog, Rotation at the Top, takes a closer look. Read more: eu1.hubs.ly/H0xMQns0
How do ESG portfolios compare with the broader market? Our latest analysis explores ESG risk, carbon emissions and product involvement across Timeline’s ESG Classic and ESG Tracker portfolios. Read the full analysis on our website to explore the findings and see how the portfolios compare with broad market benchmarks: eu1.hubs.ly/H0xKMcV0
📚 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: eu1.hubs.ly/H0x4j8x0 What's the best book you've read this year?
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? eu1.hubs.ly/H0wXV5B0
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: bit.ly/4wic1TX
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: bit.ly/4eYipJf
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: eu1.hubs.ly/H0w3Yd40
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: eu1.hubs.ly/H0v_yy60
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: eu1.hubs.ly/H0vSkFn0
Join us on 4th June at 11am to see Pennee, Timeline’s AI assistant for advisers, live in action. Register here: eu1.hubs.ly/H0vJ0Sc0
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👇 bit.ly/4vigfdL
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 👉 bit.ly/4dQIRF6
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: eu1.hubs.ly/H0vr1Tl0
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: eu1.hubs.ly/H0tYPC-0
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: eu1.hubs.ly/H0sBDHx0
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