Will I run out of money during retirement?

Timeline helps financial planners answer
clients’ big retirement income questions.

Create a robust sustainable
withdrawal strategy

Timeline harnesses the power of extensive empirical asset class and longevity data to:

  • Demonstrate the impact of asset allocation decisions, rebalancing, glide paths, fees, and taxes
  • Prepare clients for market declines and pre-agree likely course-correction
  • Illustrate longevity risk by showing clients the probability of outliving their portfolio
  • Craft a personalised withdrawal policy statement

Mitigate Sequence Risk Using
Rules-Based Withdrawal Strategies

Financial planners use Timeline to identify the optimal dynamic spending strategy for their clients. They can illustrate the Guyton’s Guardrails, Kitces’s Ratcheting Rule and much more.

Get clients more engaged, informed and prepared to
face retirement with confidence


Simple Pricing

Try free for 14 days. 30 days money back guarantee.

Frequently Asked Questions

How does the free trial work?

Once you sign up, you have 14 days to evaluate Timeline. You won't be charged a dime if you cancel within 14 days of signing up.

We will email you after 12 days to remind you that your trial is about to expire. After the 14 day trial, you will be charged a fee according to the plan you've chosen. If you forget to cancel and are charged, we will refund your money so long as it is within 30 days of the start of the trial period.

Can consumers use Timeline for their own planning?
Timeline is only available to financial advisers and providers.
What if I have more than 100 clients?
Cool. You can upgrade to our Premium plan which allows unlimited clients. Please contact our sales team regarding this.
Does Timeline have an API?
Yes. Timeline's RESTful API is available to Enterprise clients and partners. Contact our sales team and they'll be happy to assist you.
Can I white-label Timeline?
Absolutely. Our Standard plan lets you add your logo to Timeline.