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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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Article
Wed, Nov 27, 2019

Millennials, are you thinking about your retirement?

With everything so accessible and easy to grab hold of, it's oh so easy to forget about what's important, especially when it comes to retirement, let alone saving.
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Wed, Nov 27, 2019

Breaking up the (value) chain - grab a seat at the PFS Conference

You can follow the conference by using #PFSFutureproof
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Mon, Nov 25, 2019

Meet the team - Georgios Bouzianis

We're back with our Meet the Team feature. This month, we're introducing our Quantitative Analyst, Georgios.
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Case Studies
Mon, Nov 18, 2019

Case Study: How paraplanners at Manse Capital use Timeline for their retirement clients

Manse Capital is an independent, fee-based financial planning business with over 20 years' experience. Find out how Manse Capital are using Timeline as part of their retirement conversations.
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Tue, Nov 12, 2019

Timeline heads to ACP's Annual Conference

Follow the conversation on social #ACP19
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Tue, Nov 12, 2019

Withdrawal Policy Statements

Drawing on the studies from Richard Thaler to discuss the transformation within retirement savings.
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Announcements
Wed, Nov 6, 2019

Timeline Wins Second Place at Money20/20 Startup Academy

Timeline won second place in the Startup Academy competition at the Money20/20 conference held on October 17-30th in Las Vegas.
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Wed, Oct 30, 2019

Timeline Integrates with Morningstar ByAllAccounts for Investment Data Aggregation

The integration gives advisors the ability to import data directly from all investment institutions in the US. Read more here!
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