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Show them the impact of asset allocation decisions, rebalancing, glide paths, fees, and taxes
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Prepare them for market declines and agree up-front how you’ll deal with them
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Bring longevity risk to life - show them the probability of outliving their portfolio
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Bring spending options to life – use rules-based withdrawal strategies to mitigate sequence
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Timeline helps you identify the optimal dynamic spending strategy for clients. Then brings it to life. It's key spending strategies include:
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• Guyton's Guardrails • Floor and Ceiling Rule • Kitces's Ratcheting Rule
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Get clients more engaged, informed and prepared to face retirement with confidence
Product Description
About this Product
Timeline helps financial planners bring a client's retirement journey to life:
- The impact of asset allocation decisions, rebalancing, fees, taxes.
- Craft their personalised withdrawal policy statement
- Prepare for market declines and agree how you'll deal with them
About Timelineapp Tech Limited
Timeline is the sustainable withdrawal rate software used by financial planners in the UK, US and other developed countries across the world. Timeline uses extensive empirical research to assess how a retirement strategy might fare under various market conditions. Timeline helps financial planners bring a client's retirement journey to life and answer their big retirement income questions.
Product Details
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.