Timeline
Create a sustainable withdrawal strategy
Timeline transforms extensive, empirical asset class and longevity data into a visually dynamic, easy-to-understand story for clients.
We help you to:
- Show them the impact of asset allocation decisions, rebalancing, 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 personalised withdrawal policy statement
- Get clients more engaged, informed and prepared to face retirement with confidence*
CLICK HERE to register for free and captivate clients with powerful visualisations of their financial future built using reliable data.
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Strictly Necessary/Functional cookies Always active
These cookies enable the website to provide enhanced functionality and personalization to improve your experience. They may be set by us or by third-party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Analytical/Performance cookies
The technical storage or access that is used exclusively for statistical purposes.
These cookies are used for web analytics and allow us to anonymously monitor our website usage so we can measure and improve its performance and the services we provide. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these web analytics cookies we will not know when you have visited our website and will not be able to monitor its performance. We may share web analytics data with third parties that help us with the performance and improvement of our website and services.
Targeting cookies
These cookies are used to track visitors across various websites and may be set by our advertising partners on our website. Targeting cookies allow those advertising companies to build a profile of your interests and display relevant ads to you. They do not directly store your personal information but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising. In addition, intelliflo may engage third party advertisers and advertising networks to place targeted advertisement cookies. This means that data collected through these cookies will be shared with such parties in order that they can select and serve relevant adverts to you and others. We do not disclose information about identifiable individuals to our advertisers, but we may provide them with aggregate information about our users to assist them in performing this service. We may also use such aggregate information to help advertisers reach the kind of audience they want to target.