Timeline Portfolios Go Live on SS&C Hubwise Platform to drive down costs and improve results for Financial Advisers


Timeline, the rapidly growing Model Portfolio Service offering low-cost, evidence-based model portfolios and cutting-edge financial planning tech, has made its popular model portfolios available on the SS&C Hubwise platform to support a growing number of advisers, based on market demand.

Timeline’s portfolios, which were named as ‘the most recommended by advisers in 2023’ by Defaqto, will be available to all firms using the SS&C Hubwise platform. There has been specific demand from a number of firms set to be early adopters of wealthlink, a partnership between intelliflo and SS&C. 

wealthlink enables advisers to ‘key less and do more’ by bringing together the might of intelliflo office with the platform capabilities of global investment platform tech provider SS&C Technologies. The combination empowers financial planners to put their clients’ investment and pension plans into action from intelliflo’s software. Now, they can access Timeline’s rapidly growing models, including: 

  • Timeline Classic – Globally diversified portfolios with exposure to key alternative beta factors such as the small and value premia, with a range of 0-100% equity allocation and average OCF of 0.13-0.22%.
  • Timeline ESG Classic – The ESG Classic portfolio is a globally diversified portfolio well-positioned to capture the value and small-cap premium whilst improving on the portfolio’s current ESG credentials. All four equity funds in the portfolio are designated sustainable funds with an explicit low-carbon philosophy. The offering has an OCF of between 0.13 and 0.27%.
  • Timeline Tracker – Positioned to capture market returns, this range tracks the global market cap weighted equity index alongside a well-diversified fixed-income portfolio, according to risk/return requirements. It has a typical OCF of 0.08%.
  • ESG Tracker – This is a well-diversified portfolio with solid ESG credentials. The portfolio was designed to capture the global market performance with minimum active risk while improving the portfolio’s ESG rating. A typical OCF of 0.11% runs across all models.

Ed Carey, Chief Commercial Officer at Timeline, explains: “We’re all about making advisers’ lives easier through technology and low-cost investment options that generate great client outcomes. intelliflo and SS&C are market leaders and share our goals around using deep integration to provide real value to advisers. Pulling data seamlessly from fact-finding and risk profiling to investing and portfolio management is crucial for time, cost-efficiency and error reduction. We’re excited to be a part of it.”
Damien Barry, Head of GIDS EMEA at SS&C Technologies, commented: “We are delighted to add Timeline’s portfolios to our growing SS&C Hubwise platform. Timeline’s models will be available to all of our partner firms for use in their different propositions. This integration is another example of leading providers collaborating across the value chain to deliver great client outcomes whilst helping to drive down the overall cost of advice.”

About the company: About Timeline:

Timeline is a financial technology company on a mission to empower
financial advisers and help millions of people plan, invest for, and enjoy
retirement with confidence. Timeline manages over £4bn of AUM in its
discretionary model portfolios, and provides an integrated financial
software suite that includes Fact Finding, Cashflow, Risk Profiling, Reporting
and Portfolio Analytics.

Timeline was the UK’s fastest-growing discretionary fund manager’ for
both 2021 and 2022, breaking into the list of top-10 Model Portfolio Services
(MPS) in 2023 compiled by independent research firm Nextwealth, while
while Defaqto recognized Timeline as the ‘most recommended MPS by
Advisers for value’ in 2023.

About SS&C Technologies:

SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. Some 20,000 financial services and healthcare organizations, from the world’s largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology.

Contact Info:
Name: Tom Newbould
Email: Send Email
Organization: Timeline
Website: https://www.timeline.co

Social Media:
Facebook: TimelineappTechLimited
Twitter: @Timeline_Tech
LinkedIn: company/timeline-tech-limited

Release ID: 89122710

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