We couldn't do it without...
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.
Vanguard stands apart with its unique ownership structure: it’s owned by its own funds, meaning its investors. This allows profits to be redirected to investors through lower fees, putting them first. With over 45 years of expertise, a global client base of 50 million, and a range of 85+ low-cost funds, Vanguard offers expert-built portfolios tailored to your risk attitude. Opening an account takes just 10 minutes, with an account fee of only 0.15%, capped at £375 a year.
Asset-Map revolutionizes financial planning with a visual approach that brings clarity to over 1 million users and $1.4 trillion in financial instruments. Its intuitive reports organize household finances into clear graphical layouts, empowering advisors to provide real-time insights. With interactive Target-Maps, you can track progress on financial priorities, while proactive tools help advisors focus on households that need attention like never before.
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.