Timeline is the sustainable withdrawal rate software used by financial planners in the UK, US and other developed countries across the world. We use extensive empirical research to assess how a retirement strategy might fare under various market conditions.
The software helps financial planners bring a client’s retirement journey to life and answer their big retirement income questions. Timeline transforms extensive, empirical asset class and longevity data into an easy-to-understand story for clients. Their story.
With Timeline, you can show clients how not to run out of money – create robust, sustainable withdrawal strategies:
- Show them the impact of asset allocation decisions, rebalancing, glide paths, fees, and taxes
- Prepare them for market declines and agree up-front how you’ll deal with them
- Bring longevity risk to life - show them the probability of outliving their portfolio
- Craft their personalized withdrawal policy statement