Summary
All key portfolio data is available under the Models tab, including performance, risk metrics, and fund factsheets.
View model drift, global asset allocation, and efficient frontier charts.
The Resources tab provides everything from investment philosophy to compliance documents and client-ready materials.
Ideal for advisers looking to support suitability, onboarding, and ongoing communication.
Description
Timeline gives you direct access to detailed information about our portfolios, investment approach, and supporting materials to help you work efficiently with clients. This is all split across two core areas: the Models tab, where you can analyse portfolio data, and the Resources tab, where you’ll find everything from research papers to client-friendly explainers.
Models Tab Overview
Data and information on all things Timeline can be found within the ‘Models’ tab:
Under Models, Each sub-tab gives you access to the specific data you need, clearly organised for easy navigation.
📁 Portfolios
Use the dropdown to select from Timeline’s four core model ranges.
Click “View” to access the internal factsheet for each model.
📈 Performance
Choose from table or graph view.
Apply specific date ranges to review historical performance data.
⚖️ Risk
Access global asset allocation data.
View mapping to major risk profiling tools.
See key metrics and the Min/Max Return Graph.
📄 Funds
Download fund factsheets and KIID documents for full transparency.
📉 Model Drift
Track how much the portfolio has deviated from its target.
Check proximity to our 10% drift tolerance level.
📊 Efficient Frontier Charts
Compare Timeline portfolios with other multi-asset fund options.
Evaluate risk-adjusted return positions across providers.
Resources Tab Overview
The Resources tab is designed to support your workflow, with materials for onboarding, compliance, client education, and communication.
📘 About Timeline Portfolios
Learn about our investment philosophy and methodology.
Access our quarterly fund screening process and in-depth research articles.
🧾 Client Onboarding
Use the Platform Implementation Guide to understand how we manage GIAs, ISAs, and cash positions.
Access editable Suitability Report Templates to streamline your compliance documents.
📑 Compliance
Download essential documents including:
Due Diligence reports
Consumer Duty materials
Target Market Analysis
📣 Explainers for Clients
Share client-friendly brochures and the visual Timeline chart to explain concepts simply.
📰 Ongoing Client Communication
Use our ready-made Market and Investment Commentary to keep clients informed.
Conclusion
Timeline’s Models and Resources tabs provide everything you need to analyse, explain, and communicate your portfolio recommendations with confidence. Whether you're preparing for a review meeting, onboarding a new client, or updating reports, the platform gives you access to clear, relevant, and compliant content—all in one place.