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Timeline
Willingness to recommend
4.29/5
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.
Integrations
Based on 17 reviews
3.88/5
Integrates One Way
Integrates Both Ways
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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
No comment left by user
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023