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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