Timeline app. Ensuring retirement income portfolios last a lifetime.

Article

Fri, Mar 27, 2020

3 questions Financial Advisers should be asking themselves

Timeline does every day. In this blog, we explain how you can use Timeline for accurate and simplified retirement planning.

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Article

Tue, Mar 17, 2020

Timeline's Scaled Income Feature

So one common question we get asked about Timeline, by users is how do I change the client's income for different phases of retirement. So there are several reasons why you might want to change the withdrawals that the client is taking from their portfolio.

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Announcements

Mon, Feb 17, 2020

Introducing Timelineapp's Livetrack Feature

Livetrack is the first in a series of game-changing features that Timeline will announce this year that will completely transform the relationship between the end client and his/her financial planner.

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Thu, Feb 6, 2020

Introducing Timelineapp UK Income Tax Module

We're pleased to announce our new Income Tax Module feature.

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Thu, Jan 30, 2020

The unknown unknowns of Retirement Planning.

Retirement planning is sometimes seen as something of a nightmare for individuals who’re almost at the point of retirement, or workers who’re considering how they would get on once they hang up their boots!

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Thu, Jan 30, 2020

Financial Planners Versus Financial Advisers: Are Households better off?

There’s an expectation that households with access to financial advice would make better investment-based decisions compared to similar households without access to financial advice.

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Announcements

Tue, Jan 28, 2020

Timeline's Retirement Income Software Integrates with Redtail Technology

Our latest integration with Redtail Technology gives advisors the ability to easily import client data for efficient creation of sustainable retirement plans.

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