Fri, May 28, 2021
Don’t complain. Compete.
In this blog our CEO, Abraham Okusanya, explains why his philosophy of competing rather than complaining has netted our sister business, Betafolio, an incredible £250m
in assets in just over a year. And you won’t believe what we’re doing
next…!
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Wed, May 26, 2021
WEBINAR: Rebuilding the adviser tech stack
We are holding an exclusive Live Launch webinar for clients on 2nd June to unveil our plans and give you a first look at what we’ve been working on.
If you’re not yet a client, read on for details on how you can get involved.
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Thu, May 20, 2021
Timeline’s coveted market fluctuation charts are now live for UK users
Don’t just tell your clients their retirement journey is still on track. Show them.
Timeline’s engaging visualisations put last year in perspective, with a reassuringly clear view of long-term performance, recovery and returns.
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Fri, May 7, 2021
Abraham Okusanya’s Retirementals Podcast
Have you listened to Abraham’s Retirementals podcast yet? Each episode is hosted by our CEO, Abraham Okusanya, as he interviews and debates the topics of the day with a range of insightful and influential guests.
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Income sources update
Listening to our users is high on our list of priorities. Providing an ever-evolving tool that gives our users what they want and need is at the heart of everything we do. In our latest update, we've taken a look at Income Sources and the Balance Chart, making a few tweaks that we'll think you'll love. Take a look!
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Article
Thu, Apr 22, 2021
Harnessing the power of feedback
Do you want to know one of the secrets of our success? We listen. Feedback from users is what drives us to always be improving. After all, who better to guide us than the very people using our software?
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New Feature
Wed, Apr 14, 2021
Our latest improvements
We like to keep busy here at Timeline and our team listens to feedback all day, every day. We listen because you are the people who can best tell us how and what to improve. So, here’s a quick round up of our latest developments.
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Article
Thu, Apr 8, 2021
Regulation & Compliance Challenges: Suitability and Sustainability
With a growing interest in retirement advice as more clients go into drawdown, doing the right thing by the client has never been more important. The regulator is focused on suitability, sustainability and the right advice at the right stage of the clients saving and spending journey.
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Current market trends: A Q&A with Simon Bussy from Altus
We like to keep up-to-date with the latest market trends here at Timeline. So when we got the opportunity to chat with Simon Bussy who heads up Wealth at Altus, we leapt at the chance.
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