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About Timeline
Timeline is a financial technology company that empowers financial advisers with best-in-class planning tools and evidence-based investment model portfolios. Their services include financial planning software, turnkey model portfolios, and powerful reporting, all designed to support the advice process. The target audience is financial advisers and planning firms. Timeline's unique selling proposition is its low-cost combination of planning tools and model portfolios, offering a competitive edge through personalized client plans and cutting-edge technology, making it highly recommended by advisers for value[1][2][3].
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