Timeline is a web app. It works on any browser, on any device! No download required. Timeline isn’t a crystal ball. It uses extensive academic research, historical returns and mortality data to assess how a financial plan might fare under various market conditions.
With Timeline, advisers can...
Help clients visualise probable outcomes in retirement
Evaluate withdrawal strategies from income drawdown portfolios
Stress test various asset allocations, fees and time periods
Bring rigour to the advice process
With Timeline, advisers can...
Help clients visualise probable outcomes in retirement
Evaluate withdrawal strategies from income drawdown portfolios
Stress test various asset allocations, fees and time periods
Bring rigour to the advice process
Location: United Kingdom, England, Basildon
Employees: 11-50
Founded date: 2018