13 April, 2024

SS&C Hubwise Embraces Timeline’s Model Portfolios to Enhance Financial Advisory Services

Timeline, renowned for its low-cost, evidence-based model portfolios and pioneering financial planning technology, is now offering its highly acclaimed model portfolios on the SS&C Hubwise platform. This move is in response to increasing demand from advisers and aims to cater to a broader clientele.

Advisers using the SS&C Hubwise platform can now access Timeline’s portfolios, which Defaqto hailed as ‘the most recommended by advisers in 2023.’ The integration is particularly anticipated by firms poised to be the initial users of wealthlink, a collaborative initiative between intelliflo and SS&C.

Wealthlink amalgamates the capabilities of intelliflo office with SS&C Technologies’ platform prowess, facilitating advisers to implement their clients’ investment and pension strategies seamlessly through intelliflo’s software. Timeline’s offerings now available include:

  • Timeline Classic – Featuring globally diversified portfolios that tap into alternative beta factors like the small and value premia, with equity allocations ranging from 0-100% and an average OCF of 0.13-0.22%.
  • Timeline ESG Classic – A globally diversified portfolio aimed at capturing value and small-cap premiums while enhancing ESG credentials, with all four equity funds being sustainable and low-carbon focused, offering an OCF of 0.13-0.27%.
  • Timeline Tracker – Aiming to replicate market returns, this model follows the global market cap weighted equity index alongside a diversified fixed-income portfolio, with a typical OCF of 0.08%.
  • ESG Tracker – A diversified portfolio with strong ESG credentials designed to mirror global market performance with minimal active risk, featuring a typical OCF of 0.11%.

Ed Carey, Chief Commercial Officer at Timeline, highlights the synergy, stating, “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, expressed his enthusiasm, saying, “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.”


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