Retirement, Reimagined

Timelineapp unleashes decades of empirical data and research to help bring a client’s retirement journey to life.
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Show clients how not to run out of money – create a robust, sustainable withdrawal strategy

Timeline transforms extensive, empirical asset class and longevity data into a visually dynamic, easy-to-understand story for clients. Their story.

  • Demonstrate the impact of asset allocation, rebalancing, glidepaths, fees, and taxes
  • Use interactive fire-drills to prepare clients for market declines
  • Illustrate longevity risk and show clients the probability of outliving their portfolio
  • Craft a personalised withdrawal policy statement for clients within minutes
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Bring spending options to life –
use rules-based withdrawal strategies to mitigate sequence risk

Timeline helps you identify the optimal dynamic spending strategy for clients. Then brings it to life. It’s key spending strategies include:

  • Guyton’s Guardrails
  • Floor and Ceiling Rule
  • Kitces’s Ratcheting Rule
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Timelineapp's Livetrack – your co-pilot for retirement journeys!

Livetrack helps financial planners and their client visualise how their retirement journey evolves over time. By tracking real-time portfolio balance, withdrawals and asset allocation, it provides ongoing monitoring and actionable alerts to the planner.

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Livetrack helps keep your client’s retirement journey on track in 3 simple steps:

Ongoing assessment of sustainable withdrawal, suitability and success rate
Automated portfolio tracking against the client's stated goals
Actionable alerts to advisers and senior managers within the business

Our integration allows advisers to import clients from their CRM & custodial platform

Once the account is synced to Livetrack, we automate the process of updating your data on a weekly basis.

Intelliflo
Intelliflo
Transact
Transact
Nucleus
Nucleus
Time4Advice
Time4Advice
Redtail
Redtail
BlackDiamond
BlackDiamond
…and many more coming soon

Frequently Asked Questions

How does the free trial work?

Once you sign up, you have 30 days to evaluate Timeline. You won't be charged a dime if you cancel within 30 days of signing up.

We’ll email you after 28 days to remind you that your trial is about to expire. After the 30-day trial, you’ll be charged a fee depending on the plan you've chosen. If you forget to cancel and are charged, we’ll refund your money so long as it’s within 60 days of the start of the trial period.

Can consumers use Timeline for their own planning?
Timeline is only available to financial advisers and providers.
What if I have more than 70 clients?
Cool. You can upgrade to our Enterprise plan which allows unlimited clients. Please contact our sales team regarding this.
Does Timeline have an API?
Yes. Timeline's RESTful API is available to Enterprise clients and partners. Contact our sales team and they'll be happy to assist you.
Can I white-label Timeline?
Absolutely. Our Enterprise plan lets you add your logo and branding to Timeline.