Dynamic Planner adds Timeline model portfolio ranges

23 September 2025

Dynamic Planner has bolstered its risk profiled model portfolio solutions with the addition of Timeline’s Classic and Tracker model portfolios. Timeline joins over 150 investment managers and 1,800 investment solutions on Dynamic Planner. It is the first time Timeline portfolios will be included on the platform, with fees starting at 0.09%. Yasmina Siadatan, chief...