Search

Home Other Timeline

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.

NextWealth view

Timeline doesn't figure on our adviser survey and so we don't have any data on which to base an opinion. As the tool receives reviews on our directory, we will offer a view.

Ownership:
Timeline is owned by its employees and a group of Private Investors.

Integrations

Cash Management
Cashflow Modelling
Client Portal
Platform
Practice Management System
Research
Suitability Profiling

No integrations available for Cash Management

No integrations available for Cashflow Modelling

No integrations available for Client Portal

Nucleus

Transact

No integrations available for Practice Management System

FE Analytics

Morningstar

No integrations available for Suitability Profiling

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for Timeline

Be the first to leave a review.

Keep up to date