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Timelineapp: Iress Open Standard Integration

melanie.meadwell
Iress People

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 integratortech@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

  1. Complete your set up in Xplan
  2. Log in to Timelineapp
  3. Click 'Add Client'
  4. Select 'Import'
  5. Click Iress
  6. Enter Xplan Site Name
  7. Approve permissions

For further assistance

Please contact your Iress representative (Account Manager/Executive) if you need further assistance.

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