3 questions Financial Advisers should be asking themselves
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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Timeline's Scaled Income Feature
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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Introducing Timelineapp's Livetrack Feature
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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Introducing Timelineapp UK Income Tax Module
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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The unknown unknowns of Retirement Planning.
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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Financial Planners Versus Financial Advisers: Are Households better off?
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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Timeline's Retirement Income Software Integrates with Redtail Technology
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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Monte Carlo VS Historical
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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Meet the team - Ignacio Gutierrez
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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