List of Timeline Planning Customers
London, EC3V 0HR,
United Kingdom
Since 2010, our global team of researchers has been studying Timeline Planning customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Timeline Planning for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Timeline Planning for Portfolio and Investment Performance and Planning include: Frazer James UK, a United Kingdom based Banking and Financial Services organisation with 10 employees and revenues of $2.0 million, Malvern Financial Planning, a United Kingdom based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million, Altor Wealth UK, a United Kingdom based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Timeline Planning, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Altor Wealth UK | Banking and Financial Services | 10 | $1M | United Kingdom | Timelineapp Tech | Timeline Planning | Portfolio and Investment Performance and Planning | 2020 | n/a |
In 2020, Altor Wealth UK implemented Timeline Planning to power cashflow and retirement planning. Timeline Planning is deployed as a Portfolio and Investment Performance and Planning application supporting the firm’s adviser led financial planning workflows in the United Kingdom.
The initial deployment configured Timeline Planning’s cashflow modelling and retirement planning modules to generate scenario based projections and client ready reports, enabling advisers to run personalized retirement income and cashflow forecasts. Configuration focused on workflow orchestration, templated outputs for client meetings, and advisor controls appropriate for a small advisory firm.
Altor Wealth later invested in an enterprise upgrade to introduce secure client dashboard access and live data feeds into Timeline Planning, extending the application from internal planning to client facing portals and near real time data consumption. The upgrade added data feed ingestion and dashboarding modules to surface portfolio positions, cashflow scenarios, and retirement projections to clients through authenticated interfaces.
Operational coverage centers on the firm’s finance and retirement planning functions and client advisory teams across the United Kingdom, with Timeline Planning used to produce client communications and support ongoing planning reviews. Governance was updated alongside the enterprise upgrade to incorporate secure access controls and client data segregation within Timeline Planning, aligning system workflows with advisory and compliance processes.
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Frazer James UK | Banking and Financial Services | 10 | $2M | United Kingdom | Timelineapp Tech | Timeline Planning | Portfolio and Investment Performance and Planning | 2021 | n/a |
In 2021, Frazer James UK implemented Timeline Planning as part of its wealth management tooling, using Timeline Planning within the Portfolio and Investment Performance and Planning category. Timeline lists Frazer James as a customer, and the deployment is described in Timeline materials as focused on cashflow modelling, portfolio comparison and client facing planning to improve engagement and reporting.
The rollout centers on the Planning and Portfolio modules of Timeline Planning, configured to support cashflow projection workflows, side by side portfolio comparison and client presentation templates. Configuration work emphasized client facing plan generation and scenario oriented cashflow outputs, aligning planning outputs with adviser meetings and ongoing investment reviews.
This is a United Kingdom wealth management deployment supporting a small advisory firm environment of 10 employees, with operational scope concentrated in client advisory and client reporting functions. Functional impact is concentrated on investment planning, financial forecasting, and client engagement processes used by advisers and paraplanners.
Governance and process changes focused on embedding Timeline Planning into adviser workflows and standardizing cashflow modelling and portfolio comparison for client meetings. The stated purpose of the implementation was to improve client engagement and reporting, with Timeline Planning used as the central planning and portfolio performance tool.
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Malvern Financial Planning | Banking and Financial Services | 10 | $1M | United Kingdom | Timelineapp Tech | Timeline Planning | Portfolio and Investment Performance and Planning | 2021 | n/a |
In 2021 Malvern Financial Planning implemented Timeline Planning to support retirement and cashflow advice to clients in the United Kingdom. The deployment was centered on adviser Eugénie Cameron and integrated into the firm’s client facing planning workflows, reflecting use of Timeline Planning for scenario visualisation and stress testing of outcomes.
Timeline Planning, as a Portfolio and Investment Performance and Planning application, was configured to produce cashflow projections and retirement modelling outputs, enabling scenario analysis and stress testing capabilities. The implementation emphasized planning features that visualize multiple client scenarios and generate time based cashflow forecasts for adviser led discussions.
Operational scope remained at the firm level within the United Kingdom, applied in adviser consultations rather than an enterprise wide rollout. Governance focused on embedding the Timeline Planning workflow into established advice processes, with advisers using the application to illustrate trade offs and test assumptions during client meetings.
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