Announcements
Mon, Feb 17, 2020

Introducing Timelineapp's Livetrack Feature

Livetrack is the first in a series of game-changing features that Timeline will announce this year that will completely transform the relationship between the end client and his/her financial planner.
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Thu, Feb 6, 2020

Introducing Timelineapp UK Income Tax Module

We're pleased to announce our new Income Tax Module feature.
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Thu, Jan 30, 2020

The unknown unknowns of Retirement Planning.

Retirement planning is sometimes seen as something of a nightmare for individuals who’re almost at the point of retirement, or workers who’re considering how they would get on once they hang up their boots!
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Thu, Jan 30, 2020

Financial Planners Versus Financial Advisers: Are Households better off?

There’s an expectation that households with access to financial advice would make better investment-based decisions compared to similar households without access to financial advice.
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Announcements
Tue, Jan 28, 2020

Timeline's Retirement Income Software Integrates with Redtail Technology

Our latest integration with Redtail Technology gives advisors the ability to easily import client data for efficient creation of sustainable retirement plans.
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Article
Mon, Dec 16, 2019

Monte Carlo VS Historical

In a discussion between our Senior Quantitative Analyst, and Founder, we address some of the common questions and thoughts behind these two areas.
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Article
Fri, Dec 13, 2019

Meet the team - Ignacio Gutierrez

It's our last Meet the Team feature for 2019 and this month we're introducing our Chief Technical Officer, Ignacio.
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Tue, Dec 10, 2019

Timeline Retirement Income Software Integrates with Transact for Data Aggregation

The integration gives financial advisers the ability to import data directly from Transact.
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Article
Thu, Dec 5, 2019

PFS 2019 - What a great day!

This years PFS conference was such a blast and we were so thrilled to see all of you who came to say hello.From the great response after our talk, through to hearing how you use Timeline, it was a great day and we thoroughly enjoyed ourselves.
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