The new platform from Timeline is now available to research and assess in Analyser as part of your platform due diligence.
Launched in May this year, trading and custody is powered by Seccl technology, which is part of the Octopus group of companies. Platform charges are 0.15% on assets up to £500,000 and 0.06% on assets above £500,000. A £120 + VAT crystallisation fee each year also applies.
The Timeline Platform is one of the latest developments from the company, with the platform sitting alongside Timeline Planning tools and Timeline MPS Portfolios.
Led by CEO and founder Abraham Okusanya, the senior management team also includes chief investment officer Nicki Hinton-Jones, a former portfolio manager at UBS, and chief commercial officer Ed Carey, previously at Multrees and Alliance Trust Savings.
Timeline describes itself as a “fully integrated ecosystem” for advisers.
This includes cashflow, planning software, low-cost, evidence-based model portfolios, a multi-asset fund range and investment analytics, as well as full digital onboarding.
Resources include articles, webinars, podcasts, guides and research, plus its annual flagship Adviser 3.0 event.
Timeline CCO Ed Carey says: “We’ve gained great traction in the market with our low-cost, evidence-based investment philosophy while simultaneously trying to fix the adviser headache of fragmented technology.
“Adding trading and custody to our existing planning and investing tech was the logical next step in helping advisers to drive efficiency and put the client relationship centre-stage. We’re delighted to have our platform on Analyser to help advisers make the best choice for their clients and their business.”
You can find out more about the Timeline platform inside Analyser. Get started with Analyser and sign up for your free trial here.
