Kate Birch-Barry
Kate is Business Development Manager at Timeline.
Current market trends: A Q&A with Simon Bussy from Altus
Article -   Case Studies
Thu, Mar 25, 2021

Current market trends: A Q&A with Simon Bussy from Altus

We like to keep up-to-date with the latest market trends here at Timeline. So when we got the opportunity to chat with Simon Bussy who heads up Wealth at Altus, we leapt at the chance.
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Make strong strategic decisions with Timeline’s Management Information
Article
Fri, Feb 12, 2021

Make strong strategic decisions with Timeline’s Management Information

When it comes to running an advisory firm, there are few things more valuable than access to accurate and timely data and insight across your whole estate. Particularly when you need to make critical strategic decisions.
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Prepping for annual review is easy with Timeline
Article
Mon, Jan 11, 2021

Prepping for annual review is easy with Timeline

Advisers shared with us that they spend more time on investment management than on either client-facing activities or prospecting. Whilst spending a considerable amount of time preparing for an annual review.
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How to make retirement planning compelling for your clients
Article
Fri, Dec 4, 2020

How to make retirement planning compelling for your clients

Timeline offers next generation retirement income software dedicated to making retirement pots last longer. Our unique blend of technology, science and data empowers advisers to win their client's trust and interest with a robust, clear and compelling decumulation journey that is unparalleled in the marketplace. Here's how you can use it to truly engage your clients from day one - and maintain the value of your relationship for years to come.
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New Feature: Capacity For Loss
New Feature
Fri, Nov 20, 2020

New Feature: Capacity For Loss

At Timeline, we know that the FCA's Capacity For Loss compliance requirement can be a headache. We can solve that headache for you with the launch of our new feature, which quantifies Capacity For Loss based on the performance of a client's portfolio in the historical worst case scenario and the type of lifestyle they could lead based on it.
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Iress Xplan chooses Timeline
Announcements
Wed, Nov 11, 2020

Iress Xplan chooses Timeline

We are thrilled to announce our partnership with Iress Xplan, an award-winning financial planning and wealth management platform. This powerful partnership means advisers and firms using Iress Xplan can now import their client details seamlessly into Timeline. This enables advisers to create personalised retirement plans using Timeline's market leading technology.
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