Timeline is a cash flow planning and financial modelling tool that helps advisers build, test, and present long-term financial strategies. It covers lifetime income projections, scenario analysis, inheritance tax modelling, and goal-based planning. Advisers and paraplanners are the primary users. The financial planning module sits within a broader modular product that also includes risk profiling, investment analytics, a configurable fact find, digital letters of authority, reporting, and a client portal. Each can be activated independently, and several feed directly into the planning workflow: fact find data populates financial plans, risk profiling flags allocation mismatches within them, and the client portal gives clients visibility of plan outcomes between meetings.