Adviser 3.0 - Our Partners

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Timeline's best-in-class planning technology and portfolio management enables you to deliver exceptional value to your clients - on your terms!

Exclusive to financial advisers, we make financial planning easier for advisers and more engaging for clients. Financial Advisers add the most value to clients through personalised plans and coaching that gives clients clarity and confidence in their financial future. Hear direct feedback from advisers and firms who have reaped the benefits of working with us.

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Next generation investment platform for financial advisers and their clients.

A platform built on the insights of financial advisers by a technology firm. Fundment gives you the broad investment choice of a traditional provider with the software agility of a tech company. We have created a powerful platform toolkit to deliver a better investment experience for advisers and their clients.

Fundment offers a clean, modern user experience which is easy to navigate and offers digital onboarding for clients. And behind the scenes is a powerful investment engine, which can cope with whatever you choose to throw at it.

We have a full range of wrappers including our own personal pension wrapper, great reporting and a look-through on multi-asset funds which few, if any, can match.

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An investment platform that just works:

Our platform technology is built from the ground up to be the home for your investment proposition, supporting everything from our own award winning in-house DFM to your own models and even 3rd Party DFMs. And, because it’s built in-house, there’s no dependencies on other providers and no replatforming headaches.

Investment management choice:

Our award-winning investment team offers one of the largest selections of multi-asset portfolios in the UK, covering active, passive, tactical and ESG investing. And for those who want more choice or control, we can collaborate on model portfolios that we manage for you with our Affinity partnership. Or you can run your own model portfolios with Advisory Models PRO.

Data at your fingertips:

Vantage, our reporting dashboard, provides a powerful viewpoint for improving efficiency, supporting good governance, and identifying risks and opportunities in your business.

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We are the Nucleus Financial Platforms group and we help make retirement more rewarding.

By harnessing James Hay’s pensions expertise and Nucleus’ digital capability, we’re building the best retirement-focused adviser platform for larger adviser firms in the UK. Together we're one of the leading, independent, adviser platform groups in the country.

Our ambition to create a platform with a difference, putting the customer centre stage meant tearing up the rule book and starting from scratch. We’ve come a long way since then, but our mission remains just as focused. That’s why our culture, values, brand, and social responsibility are things we take very seriously indeed.

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Taking steps to change tomorrow, today

We are Just. Just Retirement and Partnership Assurance merged on the 4th April 2016 and brought together two organisations that were created for the benefit of individuals at or approaching retirement.

From their earliest days, both businesses have been on a mission to help put more money into your pocket by providing products and services that help make the most of your pension savings and enable you to enjoy retirement a little more.

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The embedded investment platform

Our software and services help forward-thinking firms build the investment propositions of the future.

With our embedded investment engine at their core, companies of all shapes and sizes can launch new investment platforms in record quick time – strengthening their proposition, growing their revenue, lowering their costs and improving their customer experience.

Our sector is being held back by old tech, dismal processes and misaligned interests. Together they create pointless complexity for financial planning and investment professionals, and provide outdated, overpriced experiences for customers.

It’s our mission to change all that.

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Bringing value to investors

Typical investment companies are owned by outside shareholders. But when Jack Bogle founded Vanguard he made a revolutionary decision.

He structured Vanguard in the US to be owned by its own funds – which means it’s owned by its investors.

So instead of paying dividends to external shareholders, we redirected our profits to our own investors in the form of lower fees.

This unique ownership structure in the US is what sets Vanguard apart – and lets us put investors first worldwide

Invest in a portfolio built by experts and matched to your attitude to risk. All at low cost.

We keep our fees low so you keep more of your returns. Our account fee is just 0.15% and capped at £375 a year.

We’ve been taking a stand for investors for over 45 years. Now over 50 million clients worldwide invest with us for their future.

Our range of over 85 funds gives you a low cost and easy way to diversify. And opening an account takes just 10 minutes.

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Highest Advisor-Rated Financial Planning Technology

A Better Way to Make Financial Decisions.
Over 1 million people are using Asset-Map with their advisors to gain financial clarity. What’s more, we have over $1.4 trillion financial instruments mapped in Asset-Map. Watch the video to see how we can help your clients visualize the possibilities.

An Asset-Map report visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real-time.

Track Progress. Define a household’s most important financial priorities and track their progress with interactive Target-Maps.

Be proactive. Intuitively search and filter an entire advisory practice by staying on top of households that need attention unlike ever before.

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Unlock your property dreams!

Nokkel helps homeowners to take control of their property data and make more of their homes. We also support buyers looking for a new home through information and better access to the property market.

We help owners take control of their property wealth and data so they can do more with it – whether that’s tracking its value or developing their property profile. We also help buyers search for on and off market properties. Everything is free and there’s no catch.

Claim your pre-existing profile for properties you own. Take control of your property data, verify ownership, add or confirm your information and set your selling status.

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Supporting you and your clients is at the heart of everything we do

Quilter is one of the UK’s leading wealth managers. We provide financial advice, advice-led investment solutions and investment platform services for financial advisers and their clients. Aiming to deliver the very best support, we enable you to provide the best service to your clients and their families - helping them achieve their financial goals. All our products and services are designed to support any adviser business model and evolve to meet the changing needs of you and your customers.

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We’re here to change the face of finance; both within the industry and outside it.

Established over 14 years ago firstly as an outsourced paraplanning company, we’ve innovated, evolved and adapted to provide financial planners, of all shapes and sizes, with the best support services around. We’ve worked with hundreds of advice firms and wealth managers around the globe, so we’re confident we can help you too!

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Plannr is on a mission to make Financial Planning beautifully Simple by delivering the next generation of Financial CRM

Fuelled by our passion for beautiful and intuitive technology, we deliver inspiring fintech solutions our clients love to use. Through a unique mix of tech wizardry, adviser intelligence and communal industry involvement, we’re transforming financial planning from a challenging job to a delightful and rewarding experience. Not just for a privileged few but for everyone looking to progress in the industry and every one of their clients.

PlannrCRM software, created by tech experts alongside financial advisors, we exist to make the difficult job of financial planning a much easier and more rewarding experience. So, advisers and their clients can plan better now and be better prepared for next.

It doesn’t end with our software we are on a mission to drive advanced integrations with Platforms, Providers and other 3rd Parties to enable a seamless flow of rich data for advisers and their clients a richer experience without the manual work that is required by today’s offerings.

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Are you ready to start getting more of what you want from your business?

Even the most successful entrepreneurs occasionally find running a business more challenging than they expected.Most business owners are regularly frustrated by one or more common issues: lack of control over time, markets or the company; people who don’t listen, understand or follow through; profit—there’s not enough of it; and growth—inability to get to the next level.

The Entrepreneurial Operating System®

The Entrepreneurial Operating System is designed to help leaders address and solve these common frustration with a set of simple powerful tools. EOS is for open-minded and growth-oriented owners and leaders of businesses with 10 or more employees who want to take their company from good
to GREAT.

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Transact is designed to deliver the best service in the investment platform market. We achieve this through a combination of proprietary software and regionally aligned Client Service teams, each with dedicated Transfer, Technical and Compliance specialists. This is further enhanced by our Technical Support Team, Adviser Support Managers & Business Development Managers and by our Sales & Online Support team who provide in person live chat and co-browse online support.

We offer access to the fullest range of tax wrappers, assets, online functionality, and discretionary investment management services. Portfolio valuations, purchases and sales, templates, tax and client reports are all supported via Transact Online. Our service includes links to portfolio and asset review tools, access to cash flow modelling tools and the provision of data via APIs to advisers and third-party service providers. We also provide access to trust services, over 120 Discretionary Investment Managers and all the major third-party SIPP providers.

Transact has been the top-rated Large platform (FUD >£30bn) in the independent CoreData Platform Study every year inclusive 2010-2023. In 2023 Transact was rated Schroders Platform of the Year and Leading Platform for Discretionary Management.

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Since 1981*, Dimensional has sought to provide better investment outcomes for clients through a transparent, rules-based approach that combines the knowledge gained from rigorous theoretical and empirical research with thoughtful and effective implementation. Four decades of practical experience have enabled Dimensional to gain insights about operating in competitive markets, and to hone our ability to manage the tradeoffs that we believe matter for performance.

Dimensional has over 1,400 employees across our 15 global offices and manages $677bn of client assets across equity, fixed income and other asset classes (figures as at 31 December 2023). Owned primarily by current and former employees and headquartered in Austin, Texas, Dimensional maintains investment offices in Santa Monica, Charlotte, London, Dublin, Sydney, Singapore, and Tokyo, in addition to client service offices in Vancouver, Toronto, Amsterdam, Berlin, Munich, Melbourne, and Hong Kong.

*1981 refers to the opening of Dimensional’s US office

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intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help advisors compete and grow. Our solutions support over 30,000 financial advisors worldwide, representing over three million end-investors, with over $1 trillion advised across our platforms.

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Strategic Coach® is a recognised leader in entrepreneurial coaching. Run by business owners for business owners we’ve delivered business coaching to more than 20,000 entrepreneurs across the globe. Helping them achieve faster growth, greater profits and an exceptional quality of life. In our quarterly face-to-face workshops you’ll:

Learn unique, innovative concepts and tools on how to better arrange and manage your time and focus.
Learn how to create and build a team to run and grow your business and its profits.
Learn how to give yourself scheduled time out, so you can transform both your business and personal life.
Learn from like-minded, forward-thinking business owners like you.
Learn about your natural strengths, skills, and talents that will set you up to achieve your goals more easily.

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We are Legal & General Investment Management (LGIM), the asset management business of Legal & General Group. Our purpose is to create a better future through responsible investing. We strive to achieve this through a strong sense of partnership with our clients, working together to achieve positive long-term outcomes. We draw on industry-leading expertise to innovate constantly across public and private assets, index and active strategies. And we are a responsible investor, rising to the challenges of a rapidly changing world. On behalf of savers, retirees and institutions worldwide, we manage £1.4 trillion in assets*.

*Source: LGIM internal data as at 31 December 2021. The AUM disclosed aggregates the assets managed by LGIM in the UK, LGIMA in the US and LGIM Asia in Hong Kong. The AUM includes the value of securities and derivatives positions.

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From a financial planner to a global wealth manager, we'll support you with your own client portal and user-friendly wealth management app that's always mobile and always in your brand.

Our fully white-labelled apps deliver nearly four times as many logins as a traditional web-based client portal, increasing your client loyalty, improving your profitability, and delivering complete compliance confidence.

We'll help you achieve your business goals, and your clients achieve their financial goals, with the UK's most customisable client portal, workflow, and onboarding tools.

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Praetura Investments offers a range of award-winning VCT, EIS and Business Relief qualifying investments across venture capital, commercial and asset finance which support SMEs across the UK. We believe in offering founders, advisers and investors more than money.

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Ningi is the no-brainer technology choice for ambitious small & medium sized financial advice firms in the UK.

We're the only piece of software our clients want to use, and allow any adviser to launch a Robo and/or Hybrid advice proposition.

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Compare The Platform’s mission is to help advisers find the right investment platform for their specific client needs, whether they’re looking for the lowest fees, the best customer service, or the most comprehensive range of investment products. We believe that everyone should have access to affordable and transparent investment platforms, and we’re here to make it easier for advisers to find the right platform for your client's goals.

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Woven Advice is a Data Management system that provides plug and play data tools based on industry and advice tech integrations. Woven’s tools help firms understand and fix the quality of their data, report on regulatory metrics and meet business goals. It takes only 3 minutes to setup Woven’s dashboards with integrations to intelliflo office and Iress Xplan, for daily, updated management information dashboards removing the need for spreadsheets, vlookups and pivot tables.

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Timeline Portfolios Ltd (formerly Betafolio) is authorised and regulated by the Financial Conduct Authority. FCA No. 840807. Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.

70 Gracechurch Street 4th Floor, London, EC3V 0HR, United Kingdom, 020 3427 5467. View our Private Policy

We couldn't do it without...

Our Partners For Adviser 3.0 2024

Please get to know our Partners

Timeline

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Fundment

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Parmenion

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Nucleus

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Just

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Seccl

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Vanguard

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Asset Map

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Nokkel

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Quilter

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The Verve Group

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Plannr

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The Entrepreneurial Operating System®

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Transact

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Dimensional

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intelliflo

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Strategic Coach

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LGIM

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moneyinfo

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Praetura

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Ningi

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Compare The Platform

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Woven Advice

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Our Partners