In a strategic move to support financial advisers, Timeline has integrated its well-regarded model portfolios into the SS&C Hubwise platform, responding to adviser demand and widening the availability of its low-cost, evidence-based investment solutions and advanced financial planning technology.
Advisers on the SS&C Hubwise platform can now leverage Timeline’s portfolios, which were acclaimed as ‘the most recommended by advisers in 2023′ by Defaqto. This integration holds particular significance for firms preparing to adopt wealthlink, the collaboration between intelliflo and SS&C.
Wealthlink combines the capabilities of intelliflo office with the platform technology of SS&C Technologies, enabling financial planners to efficiently execute their clients’ investment and pension strategies via intelliflo’s software. The available Timeline models include:
- Timeline Classic – Globally diversified portfolios that leverage key alternative beta factors such as 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 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 – This model seeks to replicate market returns by tracking the global market cap weighted equity index and includes a diversified fixed-income portfolio, with a typical OCF of 0.08%.
- ESG Tracker – A diversified portfolio with robust 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, discussed the collaboration’s impact, saying, “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 delight, commenting, “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.”
