Create a robust sustainable
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
Get clients more engaged, informed and prepared to
face retirement with confidence
Frequently Asked Questions
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.