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Timeline is a fintech company that provides Financial Advisers with a next-generation retirement income software that helps their clients simulate and plan for their retirement journey in a user friendly and engaging way, whilst being extremely robust, evidence driven and underpinned by actual historical market data. Users of Timeline can create robust and personalised retirement plans easily and efficiently.
Whether you’re an advised platform, a D2C platform or a workplace pension scheme provider, robust governance and ongoing support are critical to delivering the best outcomes for customers in decumulation. Our Timelineapp solutions help you deliver compliant and responsible decumulation propositions to support your adviser and customer strategies.
Our scientific approach means all your channels benefit from the following:
• Increased customer engagement through a range of tools that help customers visualise key retirement risks, assess the sustainability of income and make informed decisions
• Ongoing support and alerts throughout the customer’s retirement journey
• Robust governance and oversight - Timelineapp transforms data into actionable insight to help you assess the impact of your customers’ decumulation decisions
• Timelineapp can easily complement your existing investment in digital strategies, through ‘catch-all’ integration options. The result is cost-effective, best-in-class tooling. This enables the large-scale deployment of intelligent decumulation through our APIs and white-label integration methods.
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Timeline is owned by its employees and a group of Private Investors.
No integrations available for Cash Management
No integrations available for Cashflow Modelling
No integrations available for Client Portal
No integrations available for Practice Management System
No integrations available for Suitability Profiling
Integrates One Way
Integrates Both Ways