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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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