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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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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