Category: Announcements
Announcements
Tue, Apr 5, 2022
Timeline raises £6m ($8m) Series A funding to revolutionise financial adviser technology
Timeline has successfully raised £6m of Series A financing to fund our rapid new business growth and enhance our market-leading financial planning technology and model portfolio service for financial advisers.
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Announcements
Tue, Mar 22, 2022
Using technology to demonstrate the value of your advice
We're hosting a new wave of Masterclass sessions, starting on the 29th of May. We'll show you the very latest on how we are helping financial advisers get better results for their clients while saving time and money.
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Take a look at our new Plan Comparison & Tax Breakdown tools!
We love feedback. You and your fellow financial adviser users have told us you need more visibility of the changes you’ve made to client plans, and that you need to be able to easily compare plans - for your own calculations and to demonstrate the options to your clients. You told us that our tax engine is a bit of an enigma and greater transparency of the taxes applied and the calculations would be helpful.
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Platform Report 2021: Field Of Dreams
FinalytiQ’s Platform Report 2021: Field of Dreams is here! Including our notorious Financial Performance Ratings.
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Cashflow planning is live on Timeline
We have rolled out a series of developments in recent weeks to bolster our financial planning software and help advisers drive down the amount they spend on technology each and every year.
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Announcements
Fri, Aug 20, 2021
Betafolio smashes through £500m AUM milestone
Betafolio now has over £500m in AUM, thanks to a wave of support from UK advisers! This remarkable increase in AUM has been achieved since its launch, just 16 months ago.
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Introducing goals, one-off expenses and life phases
We’re excited to show you this fab new feature that helps you to create a full life plan for your clients. You can now plan in your clients’ significant expenses and goals and treat each phase of their life in line with its specific requirements and milestones.
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Income sources update
Listening to our users is high on our list of priorities. Providing an ever-evolving tool that gives our users what they want and need is at the heart of everything we do. In our latest update, we've taken a look at Income Sources and the Balance Chart, making a few tweaks that we'll think you'll love. Take a look!
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Introducing our new Digital Factfind
We’re rolling out a Digital Factfind that can be completed by the adviser with the client present, or sent to the client to fill in ahead of the meeting.
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Timeline launches market leading Risk Profiler
We’re adding a market-leading Risk Profiler within the Timeline app, that takes the client through a robust, easy-to-complete risk questionnaire and allocates them a risk rating. Oh, and did we mention? It's available at no extra cost for our Timeline users!
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Announcements
Tue, Feb 2, 2021
Succession Wealth partners with Timeline
Succession Wealth, one of the UK’s largest independent wealth management and financial planning groups. Has chosen Timeline to power their new proposition to helps clients better plan their retirement journey.
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Abraham Okusanya‘s latest whitepaper on retirement spending patterns
Abraham Okusanya, has released a whitepaper that busts myths around retirement spending left, right and centre. Why? Because it’s imperative for people to have the facts when deciding when to retire, how much they might need, and the optimum amount they can spend during this critical final phase.
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Announcements
Wed, Nov 11, 2020
Iress Xplan chooses Timeline
We are thrilled to announce our partnership with Iress Xplan, an award-winning financial planning and wealth management platform. This powerful partnership means advisers and firms using Iress Xplan can now import their client details seamlessly into Timeline. This enables advisers to create personalised retirement plans using Timeline's market leading technology.
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Understanding Timelineapp’s Output: A Guide for Advised Clients
One of the biggest challenges for advisers is how to communicate the output of a retirement plan to clients, in a way that is elegant, simple and easy to understand. That’s why we’ve put together this guide to help financial planners do just that!
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Timelineapp secures £1.8m funding round to meet global demand for next-gen retirement planning solutions
Timelineapp, the next-generation retirement income software, has secured £1.8 million in funding, in a round which included global platform-as-a-service provider FNZ becoming a non-controlling minority investor.
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Announcements
Tue, Jun 30, 2020
Timeline Announces Decumulation Survey Results
We’re excited to be sharing with you the results from Timelineapp’s annual decumulation survey.
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Announcements
Thu, Jun 18, 2020
Timeline Announces Integration with Seven Investment Management
The Integration will deliver a seamless digital retirement experience for 7IM Advisers. Read the full press release here.
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Timelineapp Announces New US Tax Feature
We're excited to launch Timelineapp's new US Tax Feature.
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Announcements
Tue, May 5, 2020
Timeline announces partnership with Altor Wealth
The partnership will deliver a seamless digital retirement experience for every Altor client. Read the full announcement here!
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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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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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Announcements
Wed, Nov 6, 2019
Timeline Wins Second Place at Money20/20 Startup Academy
Timeline won second place in the Startup Academy competition at the Money20/20 conference held on October 17-30th in Las Vegas.
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Announcements
Wed, Sep 25, 2019
We're hiring: Technical Pensions Specialist
Have a Diploma in Financial Planning and have a working knowledge of the UK tax, pensions and investment landscape. You might already work in financial services, as a paraplanner, financial services administrator etc… and are looking to use your knowledge in another area of the industry. Think you fit the bill, then read on!
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Announcements
Tue, Sep 10, 2019
Timeline announces integration with Intelliflo's Intelligent Office
We're thrilled to announce our two-way integration with Intelliflo.
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Announcements
Wed, Dec 12, 2018
David Blanchett: Sustainable Withdrawal Rates: A Smart Alternative to Reducing Life Expectancy
Did you know that retirement costs more than double what it did 30 years ago?In this light-hearted video, David Blanchett's PhD, CFA, CFP shares his thoughts on what people can do about it.
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Announcements
Tue, Dec 11, 2018
David Blanchett: Retirement crisis? What Retirement Crisis…?
In this video, David Blanchett PhD, CFA, CFP poses the question, is there a retirement crisis? Meaning, will everybody run out of money?
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Announcements
Wed, Nov 28, 2018
David Blanchett: Sustainable Withdrawal Rate - A UK Perspective
In this video, David Blanchett's PhD, CFA, CFP looks at how the now famous 4% rule developed.
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Announcements
Tue, Nov 20, 2018
David Blanchett: The Grand Retirement Puzzle
This is the first in a three-part video series featuring David Blanchett, PhD, CFA, CFP., head of retirement research at Morningstar. David sets the scene for a fascinating discussion about the ‘grand puzzle’ as he calls it. In other words, how to come up with successful withdrawal strategies for UK retirees.
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Announcements
Thu, Aug 30, 2018
Justin King: How to help a client avoid a one-way ticket to Geneva
In this second video, Justin King APFS, CFP takes a light-hearted look at how he uses the Timelineapp to show clients quickly and visually how sustainable their retirement income plan is.
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Announcements
Wed, Aug 22, 2018
Justin King on eternal optimism and why advice is an antidote to N.E.W.S*
Welcome to the first of our three-part video series on retirement income planning conversations. The focus of this series is to demonstrate the real-life discussion that happens between a financial planner and their client to ensure their portfolio lasts a lifetime.
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Announcements
Tue, Jun 12, 2018
We're Hiring - Retirement Consultant
We are on the lookout for a consultant for Timeline, the software for illustrating sustainable withdrawal strategies in retirement income portfolios. The software is used by advisers in 7 countries including the UK and the US.
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Announcements
Mon, Jun 11, 2018
Timeline Completes Seed Funding Round
Timeline, the sustainable withdrawal rate software created by Abraham Okusanya has raised a seed funding round from a group of private investors.
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Announcements
Thu, Apr 19, 2018
Timeline Goes to Chicago!
On April 30th we'll be taking Timeline, the Sustainable Withdrawal Rate software to the Retirement Income Summit 2018 in Chicago! For two days, we'll be showing off the software to over 400 advisers from across the US!
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