Article
Thu, Aug 6, 2020
Part 2: Adviser Tech Integration: Open vs Closed
In part two of our blog, we address how we fix the UK adviser technology landscape problem. If you enjoyed part one, on adviser tech integration, we think you’ll find this interesting!
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Article
Tue, Aug 4, 2020
Part 1: Advice Tech Integration: Open vs Closed
In part 1 of this blog series, Abraham ponders on the sorry state of adviser technology in today’s market.
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Timelineapp secures £1.8m funding round to meet global demand for next-gen retirement planning solutions
Timelineapp, the next-generation retirement income software, has secured £1.8 million in funding, in a round which included global platform-as-a-service provider FNZ becoming a non-controlling minority investor.
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Article
Tue, Jul 21, 2020
Digitising Retirement Planning for Financial Planners
When thinking about adopting new ways of doing things, or a different way of conducting business, we ask the question, ‘what’s in it for me (or my business)?’ Enterprises consider the potential costs and benefits of implementing new tools or processes to improve their business and decide to change strategy if the benefits outweigh the costs.
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Announcements
Tue, Jun 30, 2020
Timeline Announces Decumulation Survey Results
We’re excited to be sharing with you the results from Timelineapp’s annual decumulation survey.
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Announcements
Thu, Jun 18, 2020
Timeline Announces Integration with Seven Investment Management
The Integration will deliver a seamless digital retirement experience for 7IM Advisers. Read the full press release here.
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Article
Mon, Jun 15, 2020
Monitoring a client’s retirement plan with Livetrack
As technology becomes an integral part of our lives, the ability to track your client’s plan in real-time is game changing! Read our last blog on how you can monitor your client’s retirement plan with our Livetrack feature.
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Timelineapp Announces New US Tax Feature
We're excited to launch Timelineapp's new US Tax Feature.
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Case Studies
Thu, Jun 4, 2020
Don’t just take our word for it - Hear it directly from Financial Planners
Hear directly from Financial Planners on why they love Timelineapp.
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