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Timeline

Willingness to recommend

4.5/5

Integrations

4/5

Value for money

3.83/5

Service

3.83/5
Based on 6 reviews

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About the provider

Timeline offers next-gen financial planning software empowering financial advisers to create dynamic financial plans, using decades of real market data to apply a scientific approach. These highly visual plans help advisers to take clients on a clear and compelling journey to a secure financial future, pre- and post-retirement.

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Ownership:

Timeline is owned by its employees and a group of Private Investors.

NextWealth analysis

Timeline doesn't figure on our adviser survey and so we don't have any data on which to base an opinion. As the tool receives reviews on our directory, we will offer a view.

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Integrations

Based on 6 reviews
4/5

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Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Client Portal
Platform
Research
Risk profiling and suitability

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No integrations available for Cashflow Modelling

No integrations available for Client Portal

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Reviews

Willingness to recommend
Integrations
Value for money
Service
good already & moving in the direction
Anonymous May 2022

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Willingness to recommend
Integrations
Value for money
Service
very happy with them
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022

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