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

February 27, 2024

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

LONDON, UK, 27 February 2024 - Timeline, the rapidly growing Model Portfolio Service offering low-cost, evidence-based model portfolios and cutting-edge financial planning tech, has made its popul...
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Timeline and Just Group join forces to show how an innovative guaranteed income producing asset can enhance retirement portfolios

January 19, 2024

Timeline and Just Group join forces to show how an innovative guaranteed income producing asset can enhance retirement portfolios

HERTFORDSHIRE, UK, 19 January 2024 - Just Group (“Just”) and Timeline have announced an innovative partnership to enable financial advisers to use Timeline’s cutting-edge planning technology...
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Timeline announces return of ‘Gold Standard’ Financial Adviser 3.0 Conference with Deborah Meaden & Gino Wickman headlining the speaker line up

January 11, 2024

Timeline announces return of ‘Gold Standard’ Financial Adviser 3.0 Conference with Deborah Meaden & Gino Wickman headlining the speaker line up

HODDESDON, UK. January 11th, 2024 - The Adviser 3.0 conference is back for 2024 at Magazine London on 16th May and will be bigger and better than ever, running from 9am to 10pm. With a keynote and...
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Financial Adviser technology firm Timeline Rockets Beyond the £4 Billion AUM Milestone, Simultaneously Doubling Collaborations with Adviser Firms

January 09, 2024

Financial Adviser technology firm Timeline Rockets Beyond the £4 Billion AUM Milestone, Simultaneously Doubling Collaborations with Adviser Firms

HODDESDON, UK. 9th January 2024 - Timeline, a leading British Fintech platform dedicated to empowering independent financial advisers, has announced it heads into 2024 with an impressive £4 billi...
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