Timeline Portfolios Go Live on SS&C Hubwise Platform to drive down costs and improve results for Financial Advisers

Press Release: February 27, 2024

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Timeline Portfolios Go Live on SS&C Hubwise Platform to drive down costs and improve results for Financial Advisers
LONDON, UK, 27 February 2024Timeline, the rapidly growing Model Portfolio Service offering low-cost, evidence-based model portfolios and cutting-edge financial planning tech, has made its popular model portfolios available on the SS&C Hubwise platform to support a growing number of advisers, based on market demand. 
 
Timeline’s portfolios, which were named as ‘the most recommended by advisers in 2023’ by Defaqto, will be available to all firms using the SS&C Hubwise platform. There has been specific demand from a number of firms set to be early adopters of wealthlink, a partnership between intelliflo and SS&C. 

wealthlink enables advisers to ‘key less and do more’ by bringing together the might of intelliflo office with the platform capabilities of global investment platform tech provider SS&C Technologies. The combination empowers financial planners to put their clients’ investment and pension plans into action from intelliflo’s software. Now, they can access Timeline’s rapidly growing models, including: 
  • Timeline Classic – Globally diversified portfolios with exposure to key alternative beta factors such as the small and value premia, with a range of 0-100% equity allocation and average OCF of 0.13-0.22%.
  • Timeline ESG Classic – The ESG Classic portfolio is a globally diversified portfolio well-positioned to capture the value and small-cap premium whilst improving on the portfolio’s current ESG credentials. All four equity funds in the portfolio are designated sustainable funds with an explicit low-carbon philosophy. The offering has an OCF of between 0.13 and 0.27%.
  • Timeline Tracker – Positioned to capture market returns, this range tracks the global market cap weighted equity index alongside a well-diversified fixed-income portfolio, according to risk/return requirements. It has a typical OCF of 0.08%.
  • ESG Tracker – This is a well-diversified portfolio with solid ESG credentials. The portfolio was designed to capture the global market performance with minimum active risk while improving the portfolio’s ESG rating. A typical OCF of 0.11% runs across all models.
Ed Carey, Chief Commercial Officer at Timeline, explains: “We’re all about making advisers’ lives easier through technology and low-cost investment options that generate great client outcomes. intelliflo and SS&C are market leaders and share our goals around using deep integration to provide real value to advisers. Pulling data seamlessly from fact-finding and risk profiling to investing and portfolio management is crucial for time, cost-efficiency and error reduction. We’re excited to be a part of it.”
 
Damien Barry, Head of GIDS EMEA at SS&C Technologies, commented: “We are delighted to add Timeline’s portfolios to our growing SS&C Hubwise platform. Timeline’s models will be available to all of our partner firms for use in their different propositions. This integration is another example of leading providers collaborating across the value chain to deliver great client outcomes whilst helping to drive down the overall cost of advice.”

ENDS


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