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No. 29of 34 ·Financial Planning Software

Timeline

Web· paid plans from £0.01/mo

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Freedom report

One barScore 5.0

  • Free tierNo free tier
  • Runs widely1 of 6 device platforms
  • DocumentedPlans, terms and facts published

Timeline is ranked #29 of 34 in financial planning software on Freedom251. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at £0.01/mo.

Timeline plans and pricing

All plans
Timeline Portfolios £0.09/yr 0.09% per annum; minimum requirements apply access to full Planning suite included if at least £20 million of client funds are invested in Timeline Portfolios or Platform timeline.co · 9 Oct 2026
Timeline Platform £0.15/yr 15 bps on the first £500,000 and 6 bps thereafter £120 + VAT annual fee for drawdown clients timeline.co · 9 Oct 2026
Timeline Planning £135/mo £135 + VAT per month; £33.75 + VAT per week; unlimited clients; cancel anytime full planning suite · £1 for first 30 days timeline.co · 9 Oct 2026

Compared on financial planning software

Free plan
No
Cash-flow modeling
Yes
Tax planning
Yes
Scenario analysis
Yes
Investment planning
Yes
Client portal
Yes

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