Overview
This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template. Iress do not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.
Integration details
Timelineapp unleashes decades of empirical data and research to help bring a client’s retirement journey to life.
Software type: Advice
Locale: United kingdom
Status: Live
Activation type: Xplan System Settings
Contact details for integrator: tech@timelineapp.co
Website for integrator: https://www.timelineapp.co/
Description provided by the integrator:
Timeline transforms extensive, empirical asset class and longevity data into a visually dynamic, easy-to-understand story for clients. Their story.
- Demonstrate the impact of asset allocation, rebalancing, glidepaths, fees, and taxes
- Use interactive fire-drills to prepare clients for market declines
- Illustrate longevity risk and show clients the probability of outliving their portfolio
- Craft a personalised withdrawal policy statement for clients within minutes
Setup Instructions
- Complete your set up in Xplan
- Log in to Timelineapp
- Click 'Add Client'
- Select 'Import'
- Click Iress
- Enter Xplan Site Name
- Approve permissions
For further assistance
Please contact your Iress representative (Account Manager/Executive) if you need further assistance.
