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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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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