Timeline's Retirement Income Software Integrates with Redtail Technology

Timeline, a fintech company that provides advisors with the next-generation retirement income software, and Redtail Technology, a leading provider of client relationship management (CRM) solutions for financial services firms, today announced an integration that will enable advisors to seamlessly import client details and account holdings, and other important data from Redtail directly onto Timeline.

The integration will give Timeline users the ability to create robust and personalised retirement plans easily and efficiently. Advisors can import all client information and data already within the Redtail platform - completing 90% of the work involved in creating a plan, eliminating the need for manual entry, saving advisors time and reducing human error.

Once all data has been imported into Timeline, advisors can provide a viable withdrawal strategy by verifying the withdrawal success rate of a client’s portfolio over time, helping to create highly personalised and sustainable retirement plans for clients.

Advisors using Timeline’s withdrawal strategy software with be able to create robust retirement plans for their clients thanks to the ability to:

  • Assess the sustainability of withdrawal from drawdown portfolios
  • Show clients the impact of asset allocation decisions, rebalancing, fees, and taxes on the sustainability of their portfolio
  • Create a Withdrawal Policy Statement in minutes
  • Prepare clients for market declines up-front and how to deal with them
  • Bring longevity risk to life - show clients the probability of outliving their portfolio

“We’re very excited about our integration with Redtail, which is one of the leading CRM providers for advisers,” Said Abraham Okusanya, CEO of Timeline. “The integration will eliminate the need for manual entry of client data, saving advisors time and helping to create comprehensive retirement lans for clients more efficiently than ever.”

“We’re very pleased to be integrating with Timeline, which gives advisors using Redtail the ability to create robust and sustainable retirement plans for their clients,” said Brian McLaughlin, CEO of Redtail. “We’re constantly innovating and enhancing the capabilities of the Redtail platform thanks to our partnerships with companies like Timeline.”

Redtail users can register here for an instructional New Partner webinar taking place on February 5th at 1pm ET, where advisors will learn how to sign up, set up, and using the integration with Timeline.

Abraham is the Founder and CEO of Timelineapp. He has authored the Beyond the 4% rule book, written several industry papers and delivered many talks. He holds a master’s degree from Coventry University and an alphabet soup of designations, including the Investment Management Certificate, Chartered Financial Planner and Chartered Wealth Manager.


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