Timeline announces integration with Intelliflo's Intelligent Office

Timeline is excited to announce a two-way integration with adviser back-office system Intelligent Office. The integration of the two will allow advisory firms on Intelliflo Intelligent Office to install Timeline through the iO StoreTM. They can import data from Intelligent Office into Timeline seamlessly and efficiently without having to re-key the data.

By using Timeline’s withdrawal strategy software, advisers on Intelligent Office will be able to create robust and sustainable retirement plans for their clients. This will help them 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 Statements in minutes
  • Prepare clients for market declines and agree up-front how they can be dealt
  • Bring longevity risk to life - show clients the probability of outliving their portfolio

For Timeline users, the integration will allow them to create retirement plans seamlessly by importing all the information they already have in Intelligent Office. This way, advisers will be able to pull their client details, accounts and holdings held on Intelligent Office into Timeline. After that, setting a retirement plan is 90% ready. It becomes a matter of deciding the desired withdrawal strategy and seeing if the plan has a success rate.

A free 30-days trial of Timeline is available to advisers on Intelligent Office users via the iO StoreTM.

Abraham Okusanya, Timelineapp Tech Limited’s CEO comments:

“We are really excited about this integration with Intelligent Office and what it means for advisers. Decumulation is one of the biggest challenges for advisory firms, and Timeline’s next-gen withdrawal strategy software helps tackle this by creating robust withdrawal plan for each client. Being on the iOStore means that adviser can install Timeline, pull through their client’s details and create a robust withdrawal strategy in just a few clicks.”

Nick Eatock, Intelliflo’s executive chairman comments:

“We are delighted with this two-way integration between Intelligent Office and Timeline. We continually look to enhance our customers’ operational experience as much as possible. By making use of a number of our APIs, the Timeline application will help deliver significant value to the client/adviser relationship, showing the end-user in real-time, with the most up to date information pulled from Intelligent Office, the impact of a sustainable withdrawal strategy.”

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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