Category: New Feature
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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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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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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New Feature
Thu, Jul 1, 2021
What's new: Timeline's Cashflow charts
We have recently released Cashflow charts to show the overview of income and expenditure. This is now available to all UK users on the back-of-the-envelope plans with integration into the full plans coming soon.
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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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New Feature
Wed, Apr 14, 2021
Our latest improvements
We like to keep busy here at Timeline and our team listens to feedback all day, every day. We listen because you are the people who can best tell us how and what to improve. So, here’s a quick round up of our latest developments.
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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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New Feature
Wed, Jan 6, 2021
Keep track of your clients' LTA on Timeline
Timeline has added the facility to keep track of client’s Lifetime Allowances (LTA) so you can give them an accurate representation of their used allowance and the tax implications of any further withdrawals from their pension pots.
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New Feature
Tue, Dec 15, 2020
All the benefits of Timeline for clients at any stage of their savings journey
We’ve listened to adviser feedback asking us to merge the accumulation and decumulation phases into a single plan - and this is now available for all NEW plans created on Timeline. Plus, to help our users to get maximum value from Timeline asap, we have rolled out a set-up wizard to guide users through the creation and optimisation of any new plan. Find out more >>
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New Feature
Fri, Nov 20, 2020
New Feature: Capacity For Loss
At Timeline, we know that the FCA's Capacity For Loss compliance requirement can be a headache.
We can solve that headache for you with the launch of our new feature, which quantifies Capacity For Loss based on the performance of a client's portfolio in the historical worst case scenario and the type of lifestyle they could lead based on it.
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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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New Feature
Thu, Apr 16, 2020
Introducing Timeline's new Model Portfolio Centre
We're pleased to announce the changes we have made to Timeline's Model Portfolio Centre. In our latest video, we will show you just how easy this feature is to use.
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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.
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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.
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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
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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?
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