Timeline announces integration with SS&C's Black Diamond® Wealth Platform

Timeline has officially announced its integration with SS&C’s Black Diamond® Wealth Platform. The integration enables Timeline users to efficiently import client details and account holdings data from Black Diamond to create sustainable retirement plans.

This integration empowers advisors using Black Diamond to assess the sustainability of withdrawal from drawdown portfolios, show clients how different scenarios may impact their portfolio, prepare clients for market volatility and highlight longevity risk. Once Black Diamond data is in Timeline, the retirement plan is 90% complete. Advisors can then work with their clients to decide on an appropriate withdrawal strategy and evaluate results.

“Retirement planning is a key component of the total value many Black Diamond advisors provide,” said Justin Wayne, Head of Black Diamond Partnerships and Integrations. “Through our integration with Timeline, we are helping advisors to unify their leading-edge technology to deliver comprehensive client retirement plans.”

“We are excited about our integration with Black Diamond. Decumulation is one of the biggest challenges for advisory firms, and Timeline’s next-gen withdrawal strategy software helps tackle this part of the planning process,” said Abraham Okusanya, CEO at Timelineapp Tech Limited. “The integration between Timeline and Black Diamond makes the creation of a robust withdrawal strategy an efficient experience for advisors—and clients are better for it.”

Read the original news release here: https://www.newswire.com/news/timeline-retirement-income-software-integrates-with-ss-cs-black-21019599

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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