Iress Xplan chooses Timeline

We are thrilled to announce our partnership with Iress Xplan, an award-winning financial planning and wealth management platform.

This powerful partnership means advisers and firms using Iress Xplan can now import their client details seamlessly into Timeline. This enables advisers to create personalised retirement plans using Timeline’s market leading technology. Advisers not yet using Timeline can sign up easily at timelineapp.co and take it for a test drive with a 30-day free trial.

With no need to rekey data, advisers can quickly benefit from Timeline’s formidable tools - that use empirical data to verify the withdrawal success rate of a client’s portfolio over time - to demonstrate viable withdrawal strategies to their clients as part of a highly personalised retirement plan, with alerts to ensure the portfolio stays on track.

Abraham Okusanya, our CEO, explains: “We’re looking forward to more advisers benefitting from Timeline’s potent retirement income management tools thanks to our integration with Iress Xplan.

“We know decumulation is one of the biggest challenges for adviser firms. And Timeline’s technology helps industry professionals to tackle this head on by creating and demonstrating a viable, well researched, personalised plan for each client – quickly, credibly and in a way that meets and exceeds the regulator’s requirements.

There’s nothing better for us to see more advisers and their customers benefiting from Timeline’s immense capability.”

Andrew Foster, Executive General Manager Wealth UK of Iress Xplan, added: “Adding Timeline to our list of standard integrations means that even more advisers can benefit from the ability to seamlessly create personalised retirement plans. Timeline compliments many of our existing integrations and we’re thrilled that they’re a part of our Iress Open initiative.”

Advisers can find out more about Iress Xplan at iress.com ****

Kate is Business Development Manager at Timeline.

Comments

comments powered by Disqus

Sign up and get 30 days free

Schedule a Demo

Suggest a date and time