Timeline (@timeline_tech) 's Twitter Profile
Timeline

@timeline_tech

Empowering Financial Advisers and Financial Planning Firms with best-in-class planning technology and portfolio management.

ID: 989998313859633152

linkhttps://linktr.ee/timelineapp calendar_today27-04-2018 22:42:46

2,2K Tweet

1,1K Followers

183 Following

Timeline (@timeline_tech) 's Twitter Profile Photo

The traditional "retire at 65 and stop working" model no longer reflects modern longevity, aspirations or economic realities. Read our latest blog by Robin Powell where he explains why financial planning is about more than just funding retirement, it’s about creating a

The traditional "retire at 65 and stop working" model no longer reflects modern longevity, aspirations or economic realities.

Read our latest blog by Robin Powell where he explains why financial planning is about more than just funding retirement, it’s about creating a
Timeline (@timeline_tech) 's Twitter Profile Photo

We came together in London and online for our April meeting - full of fresh ideas, AI innovation and real momentum. 🚀 Get a glimpse into the energy driving Timeline forward 👉 eu1.hubs.ly/H0kRLKH0 #TeamTimeline #Fintech #Innovation

Timeline (@timeline_tech) 's Twitter Profile Photo

Join us for an exclusive lunch event hosted by Timeline and Triple Point on Thursday, 17th July in Harrogate, featuring two expert-led sessions: - LinkedIn Masterclass with Timeline’s Chief Marketing Officer - Tax Solutions for Sustainable Success with Triple Point Book now 👉

Join us for an exclusive lunch event hosted by Timeline and Triple Point on Thursday, 17th July in Harrogate, featuring two expert-led sessions:

- LinkedIn Masterclass with Timeline’s Chief Marketing Officer
- Tax Solutions for Sustainable Success with Triple Point

Book now 👉
Timeline (@timeline_tech) 's Twitter Profile Photo

Abraham's summer reading picks are out 📚 Less spreadsheets, more psychology this year. Turns out the really hard part isn't the numbers - it's helping people figure out what they actually want from their money. Standouts: - Die With Zero (prepare to question everything) -

Abraham's summer reading picks are out 📚

Less spreadsheets, more psychology this year. Turns out the really hard part isn't the numbers - it's helping people figure out what they actually want from their money.

Standouts:
- Die With Zero (prepare to question everything)
-
Timeline (@timeline_tech) 's Twitter Profile Photo

Evidence-based investing goes mainstream? 🎬 Errol Morris’s new doc Tune Out the Noise is making waves - and Robin Powell explains why it matters. Read the blog 👉 eu1.hubs.ly/H0k--gk0 And yes, the film will be available on YouTube in the UK very soon.

Evidence-based investing goes mainstream? 🎬 

Errol Morris’s new doc Tune Out the Noise is making waves - and <a href="/RobinJPowell/">Robin Powell</a> explains why it matters.

Read the blog 👉 eu1.hubs.ly/H0k--gk0

And yes, the film will be available on YouTube in the UK very soon.
Timeline (@timeline_tech) 's Twitter Profile Photo

Redesigning Advice | Brighton Hotel Du Vin, Thursday 3rd July from 10am-12pm Timeline's integrated approach + Northern Trust partnership insights Limited spaces: eu1.hubs.ly/H0kZj8M0 #RedesigningAdvice

Redesigning Advice | Brighton

Hotel Du Vin, Thursday 3rd July from 10am-12pm

Timeline's integrated approach + Northern Trust partnership insights
Limited spaces: eu1.hubs.ly/H0kZj8M0

#RedesigningAdvice
Timeline (@timeline_tech) 's Twitter Profile Photo

Join our June Success Tour! 🚀 A fast-paced walkthrough of Timeline's complete software suite to streamline your financial advice process. 📅 Wednesday 25th June 2025 ⏰ 12:30 pm – 2:00 pm 📍 Online via Zoom Book your place 👉 eu1.hubs.ly/H0kZ43T0 #FinancialPlanning

Timeline (@timeline_tech) 's Twitter Profile Photo

Redesigning Advice | London Café François, Monday 7th July from 10am-12pm Full Timeline ecosystem + Northern Trust partnership showcase Register: eu1.hubs.ly/H0kZl000 #RedesigningAdvice #London

Redesigning Advice | London

Café François, Monday 7th July from 10am-12pm

Full Timeline ecosystem + Northern Trust partnership showcase
Register: eu1.hubs.ly/H0kZl000

#RedesigningAdvice #London
Timeline (@timeline_tech) 's Twitter Profile Photo

The June Success Tour is tomorrow. See how Timeline streamlines advice from client data to investments in just 90 mins. Live on Zoom, Wed 25 June at 12:30pm. Last chance to register: eu1.hubs.ly/H0k_nrc0 #webinar #financialadvisers

The June Success Tour is tomorrow. See how Timeline streamlines advice from client data to investments in just 90 mins. Live on Zoom, Wed 25 June at 12:30pm. Last chance to register: eu1.hubs.ly/H0k_nrc0 

#webinar #financialadvisers
Adviser 3.0 (@adviser3point0) 's Twitter Profile Photo

Huge thanks to our incredible Adviser 3.0 partners! ✨ Planning for 2026 is underway - want to be involved? Reach out to Hana, our Conference Director, or comment below. 👇 #Adviser3Point0 #EventPartners #Sponsorship

Huge thanks to our incredible Adviser 3.0 partners! ✨

Planning for 2026 is underway - want to be involved? Reach out to Hana, our Conference Director, or comment below. 👇

#Adviser3Point0 #EventPartners #Sponsorship
Timeline (@timeline_tech) 's Twitter Profile Photo

Our latest blog features: Alex (Investment Analyst) - "Do small things in a great way" Will (Regional Director) - "When financial planning wins, we all win" Thomas (CPO) - Breaking "it's always been done this way" thinking From former advisers to tech innovators - discover

Our latest blog features:

Alex (Investment Analyst) - "Do small things in a great way"

Will (Regional Director) - "When financial planning wins, we all win"

Thomas (CPO) - Breaking "it's always been done this way" thinking

From former advisers to tech innovators - discover
Timeline (@timeline_tech) 's Twitter Profile Photo

Timeline MPS is now top 5 in the UK with £9bn managed 🎉 Ranked #3, 5-star DFM, and Morningstar’s #1 MPS. Built on evidence, not guesswork. Book a call 👉 eu1.hubs.ly/H0ll2SB0 #TimelineMPS #Growth

Timeline (@timeline_tech) 's Twitter Profile Photo

Timeline sponsors Coventry University’s Financial Planning Scholarship! 🏆 A nationwide competition for sixth-form & college students, offering a scholarship & internship at Timeline. Learn more 👉eu1.hubs.ly/H0l77Pt0 #FinancialPlanning #Scholarship #NextGenPlanners

Timeline (@timeline_tech) 's Twitter Profile Photo

The ProSeries is back 🚀 Join Abraham Okusanya and Thomas on 23 July for CEO and CPO updates, new features, and roadmap insights. Book now 👉 eu1.hubs.ly/H0lkXs80 #Timeline #FinancialPlanning #Webinar

Timeline (@timeline_tech) 's Twitter Profile Photo

While everyone watched Tesla and tech, international value quietly delivered. 🌍 DFIVX is up 17.97% in 2025, beating the S&P 500 by over 18%. Patience and diversification are paying off. 👉 eu1.hubs.ly/H0lk5HN0 #Investing #FinancialPlanning #ValueInvesting

While everyone watched Tesla and tech, international value quietly delivered. 🌍

DFIVX is up 17.97% in 2025, beating the S&amp;P 500 by over 18%.

Patience and diversification are paying off.

👉 eu1.hubs.ly/H0lk5HN0

#Investing #FinancialPlanning #ValueInvesting
Timeline (@timeline_tech) 's Twitter Profile Photo

A momentous moment for Timeline as we exceed £10 Billion Assets Under Management (AUM)!🎉 This achievement marks more than just growth - it’s a testament to the positive, measurable impact Timeline continues to deliver across the financial services industry. “This isn’t just

A momentous moment for Timeline as we exceed £10 Billion Assets Under Management (AUM)!🎉

This achievement marks more than just growth - it’s a testament to the positive, measurable impact Timeline continues to deliver across the financial services industry.

“This isn’t just
Timeline (@timeline_tech) 's Twitter Profile Photo

Want to learn more about Timeline? Join our July Success tour where we’ll host a live session designed to show you how Timeline can transform the way you deliver financial advice.🚀 Sign up now to not miss out: eu1.hubs.ly/H0lyfT20 #SuccessTour #FinancialAdviserEvents

Want to learn more about Timeline?

Join our July Success tour where we’ll host a live session designed to show you how Timeline can transform the way you deliver financial advice.🚀

Sign up now to not miss out: eu1.hubs.ly/H0lyfT20

#SuccessTour #FinancialAdviserEvents
Timeline (@timeline_tech) 's Twitter Profile Photo

Timeline is growing! 📈 Over the past 6 months we’ve had some new additions to the Timeline Team. We’re thrilled to have them all on board. Please join us in welcoming them to Timeline 👋 #Timeline #MeetTheTeam

Timeline is growing! 📈

Over the past 6 months we’ve had some new additions to the Timeline Team. 

We’re thrilled to have them all on board. Please join us in welcoming them to Timeline 👋

#Timeline #MeetTheTeam
Timeline (@timeline_tech) 's Twitter Profile Photo

Bubble warnings everywhere. Can you time the peak? 🚨 Missing just 10 trading days = 50% less wealth Even pros fail consistently. The winning move? Stay invested. 📈 Robin Powell full analysis: eu1.hubs.ly/H0lGyz10 #MarketTiming #Investing

Bubble warnings everywhere. Can you time the peak? 🚨 

Missing just 10 trading days = 50% less wealth

Even pros fail consistently.

The winning move? Stay invested. 📈

<a href="/RobinJPowell/">Robin Powell</a> full analysis: eu1.hubs.ly/H0lGyz10

#MarketTiming #Investing