Category: Timeline

Timelineapp Secures £1.8m Funding Round to Meet Global Demand for Next-Gen Retirement Planning Solutions

7/23/2020

Timelineapp Tech Limited (Timeline) has secured £1.8 million (about $2.3 million) in funding in a round which included global platform-as-a-service provider FNZ becoming a non-controlling minority investor.

Timeline Announces Integration with Seven Investment Management

6/18/2020

Timelineapp Tech Limited (Timeline) and Seven Investment Management (7IM) announced an integration partnership that will give 7IM advisers the ability to capture data, such as client details and account holdings, and easily integrate it into the Timeline platform.

Timelineapp Announces New U.S. Tax Feature

6/10/2020

Timelineapp Tech Limited (Timeline) announced the launch of their new U.S. tax feature on the Timeline platform, which will allow taxes to be calculated automatically using U.S. Federal income tax brackets. Before this, Financial Planners and Registered Investment Advisors (RIAs) had to enter the information manually for each investment account.

Timeline Announces Partnership with Altor Wealth Management

5/22/2020

Timelineapp Tech Limited (Timeline) and Altor Wealth Management, LLP announced a partnership providing Altor Wealth access to Timeline’s Enterprise offerings.

Timelineapp Launches Digital Academy Training Platform and Announces New Resources For Financial Advisors

5/1/2020

Timelineapp Tech Limited (Timeline), a fintech company that provides financial advisors with next-generation retirement income software, recently launched the Timeline Digital Academy, which will deliver a simple, elegant and complete training process to educate advisors in the next generation of retirement planning.

Timeline's Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference

2/17/2020

Timelineapp Tech Limited (Timeline) announced Livetrack – your Co-pilot for retirement journeys – at the 2020 T3 Technology Tools for Today Advisor Conference in San Diego. Livetrack is the first in a series of game-changing features that Timeline will announce this year that will completely transform the relationship between the end client and his/her financial planner.

Timeline Retirement Planning Software and Redtail Technology Announce Integration

1/28/2020

Timelineapp Tech Limited (Timeline) announced an integration that will enable advisors to seamlessly import client details, account holdings, and other important data from Redtail directly into Timeline.