Timeline Hits 10B AUM With Integrated Adviser Ecosystem
Timeline has hit £10 billion in assets under management, highlighting its accelerated growth and revolutionary influence on financial planning with its joined-up, adviser-centric technology ecosystem.
Meet the Leadership Behind Timeline’s Success
Image 1: Timeline’s CEO & Founder Abraham Okusanya and a few of his Executive team (CCO Ed Carey, COO Karthica Underwood, CIO Nicki Hinton-Jones, CMO Tom Newbould, CFO Richard Preston, and CPO Thomas Hogg)
A Milestone Moment for Adviser-Centric Financial Tech
Timeline, a ground-breaking integrated technology platform built for financial advisers, today announced it has reached over £10 billion in assets under management (AUM). This achievement represents a major milestone in Timeline’s intense growth in the UK financial services industry and reflects its increasing leadership in transforming financial planning.
Streamlined Tools Powering Scalable Financial Advice
Since its launch, Timeline has provided a set of adviser-focused tools, evidence-based investment portfolios, and simplified workflows that together are designed to improve the efficiency and scalability of financial advice businesses. The business’s success to reach £10 billion AUM is a true testament to this vision.
Building Trust Through Purpose-Driven Planning
“It’s not all about numbers,” explains Abraham Okusanya, Timeline’s Founder and CEO. “It’s £10 billion of people’s dreams and aspirations. We do not take the trust that these individuals have put in us lightly. We’re building an army of trusted financial planners to help them to plan, invest and retire with confidence.”
More Than Assets: A Mission to Transform Financial Planning
He goes on to say: “Our ride so far and into the future is about more than accumulating assets, it’s about making lasting impact, assisting advice businesses to succeed, facilitating improved client outcomes, and making financial planning easier, more efficient and effective.”
Transforming the UK Financial Landscape
Timeline’s path to £10 billion in Assets Under Management has had a major influence on the UK’s tech and financial services industries, with the creation of 77 jobs. Their platform has also enabled 650 advice firms to successfully grow and scale their business.
Delivering Better Client Outcomes at Scale
In order to empower consumers in controlling their financial futures, Timeline has enabled the provision of 60,000 personal financial plans. Moreover, they have worked with 45,000 end clients utilizing low-cost portfolios, making quality investing within reach for more consumers. This has also resulted in fee savings of up to £35 million compared to legacy Managed Portfolio Services (MPS) options.
Enhancing Risk Management and Client Personalization
Advisers on Timeline’s platform have filled in 13,622 attitude-to-risk questionnaires, making for more personalized and appropriate financial plans.
Reducing Friction Through Integrated Admin Solutions
The platform has also reduced administrative burdens with over 2,500 electronic Letters of Authority submitted, cutting a great deal of friction for advisers and clients. Particularly, Timeline’s Pension Lab integration has saved an 80% reduction in LOA administration time alone.
Promoting Financial Literacy Through Digital Education
Encouraging financial literacy has been another priority area, with more than 104,000 views on educational videos.
Investing in the Future of Financial Advisers
Timeline has also committed to the future of the profession by funding a Financial Planning degree at Coventry University and sponsored over 30 trainee places for Adviser 3.0, their flagship conference, showing commitment to developing the next generation of financial planners.
Among the Fastest-Growing Discretionary Fund Managers in the UK
Timeline’s growth trajectory positions it among the fastest-expanding discretionary fund managers in the UK, with a clear emphasis on digital integration and evidence-based investment strategies aligned to clients’ long-term financial goals.
A Vision for Digital, Human-Centered Financial Advice
“The future of financial advice is digital, integrated and human-centered,” adds Okusanya. “We’re proud of the legacy we’re building – and this is just the beginning.”
Learn More About Timeline’s Adviser Technology Ecosystem
For further information on Timeline’s platform and its adviser ecosystem, visit www.timeline.co.
About Timeline – A Fully Integrated Adviser-Focused Platform
Timeline is the in-built ecosystem designed for today’s financial advisers. Our goal is to enable financial advisers to assist millions of individuals to plan, invest, and retire confidently.
What makes Timeline unique is the integration of crucial advice tools – such as Customizable Factfind, Risk Profiler, Cashflow, Investment Analytics, Modular Reporting, Digital Onboarding Suite (KYC/AML, Digital Letters-of-Authority) and Client Portal – with low-cost, evidence-based model portfolios and Trading, Custody & Tax Wrappers embedded within.
This integrated advice-tech greatly improves the client experience, simplifies adviser workflow, and saves costs by delivering a genuinely integrated technology stack for client financial planning, portfolio management, custody, and client asset administration.
Media Contact
Organization: Timeline
Contact Person: Tom Newbould – CMO
Website: https://www.timeline.co/
Email: tom@timeline.co
City: London
Country: United Kingdom
Release Id: 11072530537
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