Timeline Model Portfolios Debut on SS&C Hubwise to Benefit Financial Advisers

Last Updated on: 27th February 2024, 06:47 pm

Timeline has expanded the reach of its esteemed model portfolios by incorporating them into the SS&C Hubwise platform. This initiative, driven by the demands of financial advisers, aims to extend the access to its cost-effective, evidence-based investment strategies and sophisticated financial planning technologies.

The inclusion of Timeline’s portfolios, which Defaqto named ‘the most recommended by advisers in 2023,’ on the SS&C Hubwise platform is a boon for all affiliated firms. This is especially relevant for firms on the verge of integrating wealthlink, a collaboration between intelliflo and SS&C.

Wealthlink marries the functionalities of intelliflo office with SS&C Technologies’ platform services, facilitating a seamless transition for financial planners to actualize their clients’ investment and pension plans via intelliflo’s software. The Timeline offerings now accessible are:

  • Timeline Classic – These portfolios are globally diversified and tap into alternative beta factors like the small and value premia, offering equity allocations from 0-100% and an average OCF of 0.13-0.22%.
  • Timeline ESG Classic – Designed to harness value and small-cap premiums while boosting ESG metrics, this globally diversified portfolio includes sustainable, low-carbon focused equity funds, with an OCF ranging from 0.13 to 0.27%.
  • Timeline Tracker – Aiming for market returns, this model aligns with the global market cap weighted equity index and a diversified fixed-income portfolio, with a typical OCF of 0.08%.
  • ESG Tracker – With a focus on strong ESG credentials, this diversified portfolio aims to track global market performance with minimal active risk, featuring a typical OCF of 0.11%.

Ed Carey, Chief Commercial Officer at Timeline, emphasised the collaborative advantage, 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, shared his excitement, 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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