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. Transact provides a wide range of financial planning tools including fund research, analysis, portfolio construction and more, plus comprehensive reporting, alongside an extensive range of investments and tax-efficient wrappers.

Transact integrates with cash flow modelling and CRM systems. Transact integrations reduce friction, eliminate rekeying, reduce user errors and speed up execution of instructions to create efficiencies leading to a lowering of costs.

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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At Aberdeen Adviser, we’re proud to work with half of the UK’s adviser firms. Our Wrap and Elevate platforms make it easy to manage investments, tax planning and reporting in one place - with the flexibility to suit your clients.

Advisers can also select Aberdeen MPS, a comprehensive range of portfolio solutions with different styles and risk levels, so you can match the right approach to every client.

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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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Seccl is the Octopus-owned embedded investment platform that’s helping more people to invest – and invest well.

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. We’re on a mission to fix it.
We help forward-thinking financial planners, wealth managers and investment platforms to reimagine their business and client experience – empowering them to build better, more sustainable and more valuable operations, and meet the digital demands of the future, not the baseline expectations of the past.

And we do it by reimagining their technology – with a low-cost, hyper-efficient and (genuinely) API-first technology infrastructure that handles millions of requests every day, and powers the portfolios of approaching 1 million investors.
A regulated custodian and ISA/SIPP provider, we combine the disruptive mindset and ambitious mission to shake things up, with the commitment and substance to not screw them up.

We’re proud to be part of Octopus, the £multi-billion group that's on a mission to breathe new life into broken industries, through companies like Octopus Energy, Octopus Investments and Octopus Money.

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Octopus Legacy helps advisors navigate the wealth transfer and retain hard-earned AUM.

When a client dies, half of advisers estimate losing assets under management. We work with your clients end-to-end through the estate planning journey and support their family when they're gone. We work collaboratively with you at every step, helping you build relationships through generations, so that you're the obvious choice for the spouses and children when they inherit.

Estate planning is the foundation that ensures your advice is properly implemented, IHT planning is maximised and family wealth passes to the right people, in the right way, at the right time. Legacy is a key part of our estate planning offering - our Legacy Boxes and Films are a unique way to start conversations with your clients' families, bringing them together in life and after death.

When there's a bereavement, we step in alongside you. Our dedicated bereavement concierge service guides your clients' families through everything - registering a death, finding the right funeral provider, closing accounts, and connecting them with grief support that fits their circumstances. It's the kind of care that families remember, and that sets your practice apart. There is a seamless handover to our expert probate team, who will run the probate efficiently and cost-effectively, introducing you to beneficiaries at the right moments.

Backed by the Octopus Group and trusted by 1000+ referral partners, we've helped over 1m customers and we're the fastest-growing estate planning and probate company in the UK.

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AdvisoryAI is an AI productivity platform for wealth and financial advice firms. Our assistants — Emma for paraplanners, Evie for advisers, and Colin for compliance — turn meetings, LOA packs and fact finds into firm-specific, compliant documentation with full citations and audit trails. At the centre is Atlas, your personal AI assistant, connecting your client data, documents and workflows so you can ask questions, surface insights and trigger actions in seconds — reducing admin time by 50–85% and helping firms serve more clients without more hires.

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We believe every business deserves incredible visuals and we know just the team for the job! If you’re struggling to fill your content calendar, unsure on how to engage with your audience in a way that’s memorable or want a complete visual overhaul for your brand, we can help.

Our small but efficient team have been providing stand-out content solutions for clients of all sizes for over 10 years. Our versatile Essex-based studio handles all planning, styling, pre-production, shoots and post-production, all you have to do is sit back, relax and relish the result.

Our specialities include photography, videography, animation, social media management, paid ads management, graphic design and post-production.

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At State Street Investment Management, we have been helping create better outcomes for institutions, financial intermediaries, and investors for nearly half a century. Starting with our early innovations in indexing and ETFs, our rigorous approach continues to be driven by market-tested expertise and a relentless commitment to those we serve. With over $5 trillion in assets managed*, clients in over 60 countries, and a global network of strategic partners, we use our scale to deliver a comprehensive and cost-effective suite of investment solutions that help investors get wherever they want to go.

*This figure is presented as of December 31, 2025 and includes ETF AUM of $1,950.80 billion USD of which approximately $173.02 billion USD in gold assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Investment Management are affiliated. Please note all AUM is unaudited.

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Marloo is the AI assistant built for UK financial advisers.

We automate the time-consuming admin that comes with running an advice practice, so advisers can focus on what they do best: giving great advice. Marloo generates suitability letters, file notes, and other client documentation in minutes, without the manual effort. Ask Marloo builds a deep knowledge base for every client, surfacing key context, strengthening relationships, and identifying business opportunities your team might otherwise miss. Smart workflows keep tasks moving without manual chasing.

Trusted by advice practices across the UK, Marloo helps your team spend less time on admin and more time with clients.

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Most advisers we speak to look after somewhere between 75 and 150 clients. When we ask why not more, the answer is always the same: the admin won't let them. Not ambition. Not ability. Admin. If you've tried an AI tool and thought "useful, but it's still just another thing on my stack" - that instinct is right.
Afternoon is a full operating platform for financial advice firms, built on the idea that this is an operating model problem, not a technology one. Live data from your investment platforms, AI-generated suitability reports in your own branding, meeting notes filed before the client leaves the room, and Siesta, your AI paraplanner on hand throughout. Come and see it at our stand.

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Templi is an agentic operating system for financial advisers that automates admin tasks in adviser workflows like suitability report writing, meeting note transcription, data entry and factfinding while acting as a connector between client data held across investment and back office platforms. Because Templi has a fully agentic architecture there are no restrictions on the tasks an adviser can delegate to Templi. Deliver advice fast and at scale without compromising on compliance.

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At Global Systematic Investors (GSI), we specialize in systematic factor investing combined with sustainability. Our mission is to provide a successful long-term investment experience by allocating more to companies with a sustainable vision. We analyse companies using a diverse range of return factors and integrate comprehensive environmental, social, and governance (ESG) ratings. Our experienced team offers clients diversified core equity exposure on both global and regional scales.

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Gunner & Co. is a leading UK-based mergers and acquisitions (M&A) advisory firm specializing in the sale of Independent Financial Adviser (IFA) and financial planning businesses. Established in 2013 and headquartered in Bristol, the company supports business owners through every stage of succession planning, including business sales, management buyouts, and mergers. Their services are tailored to both sellers and buyers: for sellers, Gunner & Co. helps prepare businesses for sale, provides accurate valuations, and guides them through the transaction process to ensure optimal outcomes. For buyers, the firm develops acquisition strategies, identifies quality opportunities, and offers deep market insight to support strategic growth.

Gunner & Co. is driven by a mission to empower IFA and financial planning business owners to successfully execute succession plans that meet their goals. They prioritize value, trusted relationships, market knowledge, and bespoke approaches in everything they do.

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Together, Standards International and The Business and Operations Management Network™ form a connected ecosystem supporting businesses to strengthen, scale, and achieve their operational goals.

Combining rigorous standards, certification, and training with practical operational development and consultancy, we help businesses build for scalability, sustainability, and sellability.

From setting the benchmark for excellence to embedding it within day-to-day operations, our joint approach brings clarity, structure, and momentum - supporting stronger operations, more confident leaders, and long-term success across professional services and beyond.

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Our 2026 Partners

Our Partners For 2026

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