Category: New Feature

How-To Videos -   New Feature
Mon, Jul 2, 2018

Legacy & Sustainable Withdrawal In Retirement Portfolio

It's often said that the ideal retirement is one in which you spend your last penny on your last day on earth. The last cheque you write should be to the undertaker, and it should bounce.
Keep Reading
New Feature
Thu, Apr 19, 2018

Timeline Introduces Monte Carlo vs Historical Comparison for Sustainable Withdrawal Strategies

Timeline, the sustainable withdrawal rate software, has added a new feature that allows planners to compare Monte Carlo and historical simulations for withdrawal rate strategies.
Keep Reading
New Feature
Wed, Jul 26, 2017

Illustrating Sustainable Withdrawal For Different Phases of Retirement

We're delighted to announce a new feature on Timeline which enables planners to illustrate the benefits of scaling up/down withdrawals at different phases of retirement
Keep Reading
New Feature
Sat, Jun 17, 2017

Timeline introduces new feature for 'Withdrawal Policy Statement'

We are very pleased to let you know that we've now added the PDF report feature to Timeline, the sustainable withdrawal rate app. With this feature, financial planners can now produce a personalised Withdrawal Policy Statement for their clients at the click of a button! How cool is that?
Keep Reading

Schedule a Demo

Suggest a date and time