Progress Reaches 10 Billion in Assets Under Management with Integrated Advisor Infrastructure
Timeline Surpasses £10 Billion in Assets Under Management
London, UK – Timeline, a leading financial advisory ecosystem, has reached a significant milestone by managing £10 billion in assets under management (AUM). This achievement marks a testament to Timeline's transformative impact on the financial services industry.
Based in London, UK, at 70 Gracechurch Street 4th Floor, Timeline has been serving over 45,000 end clients through low-cost portfolios, saving up to £35 million in fees compared to traditional MPS offerings. The company's headquarters in the heart of the city reflects its commitment to being at the forefront of financial advisory services.
Timeline's unified advice-tech integrates critical advice tools with low-cost, evidence-based model portfolios and embedded Trading, Custody & Tax Wrappers, providing a truly integrated technology stack for financial planning, portfolio management, custody, and administration of client assets. This streamlined approach significantly elevates the client experience and reduces costs.
The company's mission is to empower financial advisers to help millions of people plan, invest, and retire with confidence. To this end, Timeline has funded 30+ trainee tickets for Adviser 3.0, its flagship conference, investing in the next generation of planners. Moreover, the company has created 77 jobs, supported 650 advice firms, and empowered 60,000 individuals to take control of their financial future.
Timeline's Founder and CEO, Abraham Okusanya, believes the future of financial advice is digital, integrated, and human-centered. In line with this vision, Timeline has completed 13,622 attitude-to-risk questionnaires, submitted 2,500+ digital Letters of Authority, and saved 80% time on LOA administration through PensionLab integration.
In addition to its digital focus, Timeline has promoted financial literacy by providing 104,000+ educational video views and sponsoring a Financial Planning degree at Coventry University. The company's press release is not an advertisement but a celebration of its achievements and a glimpse into its future plans.
Looking ahead, Timeline's future plans likely focus on advancing integrated AI tools, automating workflows, and enhancing client experience to support financial advisers' growth and efficiency in an increasingly complex market environment. The company aims to continue innovating in automating administrative processes, expanding tools that allow advisers to grow AUM by improving client acquisition and retention, and enhancing integration capabilities within the financial advisory tech stack to optimize workflows and compliance.
For more information, please visit timeline.co, contact Tom at [email protected], or call 07446 101150.
- Timeline, a London-based digital financial advisory ecosystem, has surpassed £10 billion in assets under management (AUM), demonstrating its transformative impact in the financial services industry.
- The company's unified technology stack, integrating critical advice tools, low-cost model portfolios, and automated trading, custody, and tax wrappers, significantly elevates the client experience and reduces costs.
- Looking to the future, Timeline aims to advance integrated AI tools, automate workflows, and enhance client experience to support financial advisers' growth and efficiency in a complex market environment.
- Abraham Okusanya, Timeline's Founder and CEO, anticipates a future where financial advice is digital, integrated, and human-centered, with a focus on optimizing workflows, compliance, and client acquisition and retention through integrated technology.
