Timeline unveils adviser platform to create an 'integrated ecosystem'

CEO Abraham Okusanya revealed the launch at its Adviser 3.0 conference

Isabel Baxter
clock • 2 min read

Model portfolio service (MPS) provider Timeline has launched its own platform with an ‘integrated ecosystem’ for advisers.

Chief executive Abraham Okusanya revealed the news at the Adviser 3.0 conference today (16 May). "Timeline Platform is the integrated ecosystem built for modern financial advisers," he said. The platform should integrate tools including customisable fact find, risk profiler, cashflow, investment analytics, modular reporting, digital onboarding suite (know your client/AML, digital letters-of-authority) and client portal, with embedded trading, custody & tax wrappers. "We're creating something truly magical," Okusanya added. "We've thoughtfully crafted a unified platform that fades i...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

Isabel Baxter
Author spotlight

Isabel Baxter

Senior Reporter at Professional Adviser

More on Platforms

Nucleus' Third Financial extends Titan Wealth deal to launch adviser as a platform service

Nucleus' Third Financial extends Titan Wealth deal to launch adviser as a platform service

As part of its wealth planning arm

Isabel Baxter
clock 16 October 2025 • 2 min read
'More competition' for platforms to be chosen by consolidators

'More competition' for platforms to be chosen by consolidators

FCA’s advice/guidance boundary review also a big theme

Isabel Baxter
clock 18 September 2025 • 5 min read
FNZ and AJ Bell extend partnership with ten-year agreement

FNZ and AJ Bell extend partnership with ten-year agreement

Firms have linked up since 2009

Isabel Baxter
clock 17 September 2025 • 2 min read