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2025 Winner • Global Excellence Awards

Timeline

Best Financial Planning Solutions Provider 2025 - London

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Home » Awards » Global Excellence Awards » Winners List (2025) » Timeline

Timeline

Best Financial Planning Solutions Provider 2025 - London

Timeline is an integrated ecosystem for financial advisers, empowering them to help clients plan, invest, and retire with confidence. Key features include customisable Factfind, Risk Profiler, Cashflow, Investment Analytics, Modular Reporting, Digital Onboarding (KYC/AML, Digital Letters-of-Authority), and a Client Portal, with Trading, Custody & Tax Wrappers in Beta. This unified tech stack enhances the client experience, streamlines workflow, and reduces costs.
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