Introducing Timeline's new Model Portfolio Centre

We’ve recently released our latest change to our Model Portfolio Centre. In this video we explain what these changes are and how to use it.

What’s different?

The biggest changes are that now when you go to the Advanced Settings, instead of seeing the “Portfolio” with the “Rebalance Strategy” and the “Withdrawal Strategy” these strategies are now embedded within the Portfolio. Clicking on “Edit Portfolio” takes you to the Model Portfolio Centre where you can create your portfolio by setting the asset allocation and now also create a portfolio using real holdings”.

Toyosi is the Pension & Technical Consultant at Timelineapp. His experience is in Financial Services and consulting (“Big-4”). Toyosi has the IMC qualification and is a member of the CFA Society of the UK and the Chartered Insurance Institute. Toyosi is one of our content contributors and is often writing articles on retirement and the sustainable withdrawal framework.


comments powered by Disqus

Sign up and get 30 days free

Schedule a Demo

Suggest a date and time