Timeline’s coveted market fluctuation charts are now live for UK users

Don’t just tell your clients their retirement journey is still on track. Show them.

Timeline’s engaging visualisations put last year in perspective, with a reassuringly clear view of long-term performance, recovery and returns.

While you’re piloting the retirement journey, give your clients a relaxing look at the terrain.

With talk of depressions, recessions and crashes understandably spooking advised clients, now is the time to calm their nerves.

Timeline’s chart capabilities will give you the resources to clearly, simply and quickly demonstrate how the risk of market volatility is not only a feature of retirement wealth planning, but already firmly factored into your strategy from the start. You just need to be customer based in the UK and logged into your account, to have the charts at your fingertips.

A picture is worth a thousand words…

…and a powerful visualisation of your robust financial plans will put a thousand minds at rest.

Using Timeline’s wealth of empirical market data, you will be able to give you clients a new perspective of what robust truly means. Engage them in a visual trip through history by charting how their portfolio would have held up – and recovered from – the key financial events of the 20th century.

And after you’ve put the current volatility into perspective, show your clients, using colourful visuals, how their investments will recover in the long-term, even after the recent market disruption.

In unprecedented times, provide unprecedented engagement with your clients.

Timeline is the co-pilot you need when retirement journeys become turbulent. However, we aren’t just here for your clients. Our charts are designed to help you see for yourself that performance is progressing, and recovering, even after larger financial events.

And with time-saving capabilities built in, such as enabling you to pull together personalised withdrawal statements for your clients in minutes, rather than hours, we ensure your eye is kept firmly on the prize.

Are you ready to bring your client’s retirement journey to life? If you are Timeline user operating in the UK, login to your account to gain access to these charts.

Marketing Manager

Comments

comments powered by Disqus

Sign up and get 30 days free

Schedule a Demo

Suggest a date and time