In a move set to revolutionise financial advisory services, Timeline has introduced its distinguished model portfolios onto the SS&C Hubwise platform. This development is a response to the increasing adviser demand and seeks to make Timeline’s affordable, data-driven investment strategies and advanced financial planning tools more accessible.
Timeline’s portfolios, which Defaqto acclaimed as ‘the most recommended by advisers in 2023,’ are now available to firms associated with the SS&C Hubwise platform. This is particularly significant for firms preparing to integrate wealthlink, the joint venture between intelliflo and SS&C.
Wealthlink integrates the capabilities of intelliflo office with the platform technology from SS&C Technologies, allowing financial planners to seamlessly enact their clients’ investment and pension strategies through intelliflo’s software. The Timeline models now offered include:
- Timeline Classic – These portfolios provide global diversification and access to alternative beta factors such as the small and value premia, with equity allocations from 0-100% and an average OCF of 0.13-0.22%.
- Timeline ESG Classic – A globally diversified portfolio aimed at capturing the value and small-cap premium while enhancing ESG performance, featuring sustainable, low-carbon focused equity funds, with an OCF of 0.13-0.27%.
- Timeline Tracker – Designed to mirror market returns, this model tracks the global market cap weighted equity index and includes a diversified fixed-income portfolio, with a typical OCF of 0.08%.
- ESG Tracker – This diversified portfolio with strong ESG credentials is designed to emulate global market performance with minimal active risk, featuring a typical OCF of 0.11%.
Ed Carey, Chief Commercial Officer at Timeline, elaborated on the partnership, remarking, “We’re all about making advisers’ lives easier through technology and low-cost investment options that generate great client outcomes. intelliflo and SS&C are market leaders and share our goals around using deep integration to provide real value to advisers. Pulling data seamlessly from fact-finding and risk profiling to investing and portfolio management is crucial for time, cost-efficiency and error reduction. We’re excited to be a part of it.”
Damien Barry, Head of GIDS EMEA at SS&C Technologies, also expressed his satisfaction, stating, “We are delighted to add Timeline’s portfolios to our growing SS&C Hubwise platform. Timeline’s models will be available to all of our partner firms for use in their different propositions. This integration is another example of leading providers collaborating across the value chain to deliver great client outcomes whilst helping to drive down the overall cost of advice.”
