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SPECIFICTION
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Timeline

timeline.co

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Spec score 7.4 #24 of 34 in Financial Planning Software

Spec sheet

Purpose
Timeline describes itself as an integrated planning, investing and platform ecosystem for financial advisers.Read 9 Oct 2026 · timeline.co
Audience
Timeline Planning is described as exclusively for UK financial advisers.Read 9 Oct 2026 · timeline.co
Integrations
The platform page says it connects with Intelliflo, Plannr and Woven through its Seccl partnership and supports data from more than 20 platform providers.Read 9 Oct 2026 · timeline.co
Security
The platform page states that client account information is held securely with 256-bit encryption and that clients are covered by the FSCS.Read 9 Oct 2026 · timeline.co
Support
Platform advisers receive direct access to an experienced platform specialist and a single relationship team.Read 9 Oct 2026 · timeline.co
Headquarters
70 Gracechurch Street, London, EC3V 0HR, United KingdomRead 28 Sep 2026 · timeline.co
Founded
2018Read 28 Sep 2026 · timeline.co
AI assistant
Pennee is Timeline's AI assistant for financial planners.Read 9 Oct 2026 · timeline.co
Company history
Timeline's about page traces its history to Finalytiq's launch in 2016 and says Timeline launched in 2018 to help advisers address decumulation using real data.Read 9 Oct 2026 · timeline.co
FactFind
Timeline FactFind provides customizable client data collection for UK financial advisers.Read 9 Oct 2026 · timeline.co
Integration limit
Timeline's help page says push-to-backoffice via API is currently available only for Intelliflo and requires a paid subscription or invested clients.Read 9 Oct 2026 · timeline.co
Planning
Its cashflow modelling lets advisers stress test plans against real historical market data and compare scenarios.Read 9 Oct 2026 · timeline.co
Platform tools
The platform combines onboarding, transfers, trading, custody, portfolio management and a client portal.Read 9 Oct 2026 · timeline.co
Regulatory status
Timeline says its investing and platform services are provided by FCA-authorised Timeline Portfolios Limited, while its planning software is provided by Timelineapp Tech Limited and is not FCA-regulated.Read 9 Oct 2026 · timeline.co

Plans and prices

Timeline Portfolios £0.09 a year 0.09% per annum; minimum requirements apply access to full Planning suite included if at least £20 million of client funds are invested in Timeline Portfolios or Platform Read 9 Oct 2026 · timeline.co
Timeline Platform £0.15 a year 15 bps on the first £500,000 and 6 bps thereafter £120 + VAT annual fee for drawdown clients Read 9 Oct 2026 · timeline.co
Timeline Planning £135 a month £135 + VAT per month; £33.75 + VAT per week; unlimited clients; cancel anytime full planning suite · £1 for first 30 days Read 9 Oct 2026 · timeline.co

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