The Timeline Tour

See first-hand how we can help you to save time, save money and generate better client outcomes.

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Check it out!

Join us for a 1-hour whistle-stop tour of Timeline's cutting-edge planning software and low cost, discretionary model portfolio service. We'll show you a number of the key features of both sides of our offering so you have a good understanding of how we can support you.

AST-1

Discretionary MPS just 9bps

DOWNLOADS

Available on 14 platforms

MAG

Digital factfind

QU

Risk questionnaire

STRESS

Stress-testing

TRACK

Livetracking portfolios

We're running tours on the following dates:

27th February 2023

14:00 -15:00pm

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27th March 2023

14:00 -15:00pm

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26th April 2023

13:00 -14:00pm

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25th May 2023

11:00 -12:00pm

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26th June 2023

14:00 -15:00pm

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26th July 2023

13:00 -14:00pm

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24th August 2023

11:00 -12:00pm

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26th September 2023

14:00 -15:00pm

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24th October 2023

11:30 -12:30pm

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21st November 2023

14:00 -15:00pm

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14th December 2023

11:00 -12:00pm

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We're running tours on the following dates:

20th June 2024

11:30 - 12:30pm
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25th July 2024

13:00 - 14:00pm
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23rd August 2024

12:00 - 13:00pm
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25th September 2024

13:00 - 14:00pm
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24th October 2024

11:00 - 12:00pm
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Frequently Asked
Questions

  • Will the Session Be Recorded

    Will the Session Be Recorded

    All of our Timeline Tour sessions will be recorded. This way we can distribute what we've covered to you, the attendee, creating sustainable learning and supporting assets. 

  • Can We Book Multiple Sessions?

    Can We Book Multiple Sessions?

    All Timeline Tours will be running monthly, meaning there will be ample opportunities to grab a slot. Multiple bookings are welcome if you need a little more info from us.

  • How Will The Session Look?

    How Will The Session Look?

    So unlike our regular Masterclass, our tours will be more intimate, in the form of a Zoom Meeting rather than a Zoom Webinar. Meaning we can deliver a better personal experience.

Will the Session Be Recorded

All of our Timeline Tour sessions will be recorded. This way we can distribute what we've covered to you, the attendee, creating sustainable learning and supporting assets. 

Can We Book Multiple Sessions?

All Timeline Tours will be running monthly, meaning there will be ample opportunities to grab a slot. Multiple bookings are welcome if you need a little more info from us.

How Will The Session Look?

So unlike our regular Masterclass, our tours will be more intimate, in the form of a Zoom Meeting rather than a Zoom Webinar. Meaning we can deliver a better personal experience.

Book on the June tour

©2023 Timeline Holdings Ltd. All rights reserved.  Timeline Planning is a product of Timelineapp Tech Limited. Registered in England. RC: 11405676.

 

Timeline Portfolios Ltd (formerly Betafolio) is authorised and regulated by the Financial Conduct Authority. FCA No. 840807. Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.

Timeline, 50 Liverpool Street, London, London EC2M 7PY, United Kingdom, 020 3427 5467.