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Monday, April 15, 2024

Timeline’s Model Portfolios Now Featured on SS&C Hubwise to Support Financial Advisers

In a strategic move to support an expanding network of financial advisers, Timeline has introduced its esteemed model portfolios to the SS&C Hubwise platform. This initiative is driven by adviser demand and aims to broaden the accessibility of its low-cost, evidence-based investment solutions and innovative financial planning tools.

The SS&C Hubwise platform users now have access to Timeline’s acclaimed portfolios, which were distinguished as ‘the most recommended by advisers in 2023’ by Defaqto. This development is eagerly awaited by several firms set to pioneer the adoption of wealthlink, a collaborative venture between intelliflo and SS&C.

Wealthlink synergises the strengths of intelliflo office and SS&C Technologies’ platform capabilities, enabling advisers to efficiently execute clients’ investment and pension strategies via intelliflo’s software. The available Timeline models include:

  • Timeline Classic – Offers globally diversified portfolios leveraging alternative beta factors like small and value premia, with equity allocations from 0-100% and an average OCF of 0.13-0.22%.
  • Timeline ESG Classic – This globally diversified portfolio is designed to seize value and small-cap premiums while enhancing ESG performance, with all equity funds being sustainable and focused on low-carbon principles, and an OCF range of 0.13-0.27%.
  • Timeline Tracker – Designed to mirror market returns, this model follows the global market cap weighted equity index with a diversified fixed-income component, maintaining a typical OCF of 0.08%.
  • ESG Tracker – A diversified portfolio with robust ESG credentials, aimed at tracking global market performance with minimal active risk, and a standard OCF of 0.11%.

Ed Carey, Chief Commercial Officer at Timeline, underscored the collaboration’s value, 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.”

Echoing this sentiment, Damien Barry, Head of GIDS EMEA at SS&C Technologies, remarked, “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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