Adviser 3.0 - Our Partners

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Timeline is the integrated ecosystem built for modern financial advisers. Our mission is to empower financial advisers to help millions of people to plan, invest, and retire with confidence.

With over £12bn AUM in our award-winning, low-cost, evidence-based Model Portfolio Service (MPS), and a Multi-Asset Fund Range now gaining traction, what really sets Timeline apart is the seamless integration of critical advice tools - from our customisable factfind and risk profiler to cashflow, investment analytics, modular reporting and our digital onboarding suite that includes KYC, AML and LOAs.

This unified advice-tech significantly elevates the client experience, streamlines adviser workflow, and reduces costs by providing a truly integrated technology stack for financial planning, portfolio management, custody, and administration of client assets.

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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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Transact is an award-winning investment platform offering financial advisers and their clients smart technology, unrivalled support and exceptional service for a modern, efficient way to make financial planning easier.

We provide a wide range of financial planning tools and comprehensive reporting, alongside an extensive range of investments and tax-efficient wrappers to make the management of portfolios as easy and efficient as possible.

A 2025 study of around 900 advisers by research firm Investment Trends, revealed Transact as the top platform overall for adviser satisfaction. Transact has regularly been voted the leading wrap platform in the UK, including Best Platform at the Money Marketing Awards 2025.

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Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments in efforts to realise their long-term objectives. Entrusted with $1.4 trillion in assets*, we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take — in all market environments and any investment strategy. That’s why we combine robust capital markets research, expert portfolio construction and comprehensive risk management in an effort to craft and innovative efficient solutions that seek to deliver targeted investment outcomes. As engaged contributors to our communities, we consider it a great privilege to serve our investors and our communities with integrity, respect, and transparency.

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Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients.

This is a philosophy that has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments.

It's what we stand for: value to investors.

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Morningstar Wealth is dedicated to helping financial advisers achieve their goals by empowering investor success. We combine world-class multi-asset investment portfolios with a client-focused adviser service program, giving you access to tools, insights, and content that keep clients engaged and on track. Our investment management capabilities leverage the depth of research from a global team of 400+ professionals, enabling us to build robust portfolios designed to deliver optimal outcomes.

What do we offer?

Comprehensive adviser support through dedicated service teams and resources in behavioural science, practice optimization, and investment insights. We provide practical tools to help advisers act as trusted coaches, timely market commentary, and best-practice strategies for business growth. With unparalleled research and global expertise, Morningstar Wealth equips over 255,000 advisers with confidence to guide clients through market fluctuations and achieve long-term financial success.

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Melo exists for financial advice business owners who don’t want to carry the pressure of building, scaling, or selling their business alone.

What makes Melo different is our carefully curated team: most of us have built, run, and exited our own firms. So, we bring deep, hard-won experience to the table from inside the realities of growth, succession and exit - in what is a highly dynamic profession. Whether you are looking to grow or want to give your business a strategic “glow-up” before selling, we don’t just hand you theory and wish you luck; we roll up our sleeves and work alongside you to implement change. We back that confidence with our guarantee: If after a Melo Business Effectiveness Review, you don’t leave with seven clear, actionable next steps, you get your money back.

When it comes to selling, we help owners plan early, long before they “need” to exit, so they can execute their plan calmly, confidently, and on their own terms. We act exclusively for sellers, opening doors to acquirers you can’t access alone, and creating the right deal tension to ensure fair remuneration. With complete openness, zero judgement, a sense of fun along the way, and recognised by FT Adviser as Best Business Growth and Succession Planning for Advisers, Melo is the space for financial planning business owners to progress with purpose.

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NS&I offers a range of savings products with 100% security for all money invested – due to our backing by HM Treasury – even above the Financial Services Compensation Scheme limit. This provides peace of mind for both advice firms and their clients. Our most well-known product is Premium Bonds, but we also offer other savings products and ISAs.

NS&I is committed to supporting the financial advice industry in looking after the finances of many high value customers. Currently we have over 1 million customers with £50,000 or more invested, and over 13,000 have over £1 million invested with us. Many of these customers will have financial advisers. In total we manage $1.4 Trillion in assets.

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Intelliflo is the UK’s leading provider of financial advice software, empowering firms across the UK and Australia to streamline advice journeys, engage clients, and grow their business. Our open architecture and deep industry expertise simplify a complex digital landscape, helping advisers deliver better outcomes with greater efficiency.

Today, intelliflo supports over 29,000 advice professionals, representing around £505 billion in assets under advice and serving more than 2.2 million clients. Together, we’re widening access to advice and powering the future of financial planning.

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Our 2026 Partners

Our Partners For 2026

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