SAN DIEGO, Feb. 17, 2020 /PRNewswire/ — Timelineapp Tech Restricted (Timeline), a fintech firm that gives advisors with next-generation retirement revenue software program, right this moment introduced Livetrack – your Co-pilot for retirement journeys – on the 2020 T3 Expertise Instruments for At present Advisor Convention in San Diego. Livetrack is the primary in a collection of game-changing options that Timeline will announce this yr that can fully rework the connection between the top shopper and his/her monetary planner.
Livetrack helps monetary planners and their shoppers visualize how a retirement journey would possibly evolve over time. By monitoring real-time portfolio steadiness, in addition to withdrawal and asset allocation, it offers ongoing monitoring and actionable alerts to the skilled monetary planner who in flip will assist the top shopper make sound choices as life and monetary dynamics happen. Livetrack modifications the sport in how shopper and planner work together, empowering each events equally.
“We’re massively excited concerning the launch of Livetrack. It’s a game-changer in how shoppers and planners work together,” stated Abraham Okusanya, CEO of Timeline. “The flexibility to observe the retirement journey in real-time takes the business into a brand new frontier. We have now an thrilling roadmap at Timeline for 2020 and Livetrack is only the start.”
KEEPING THE CLIENT RETIREMENT JOURNEY ON TRACK
Livetrack helps preserve the shopper’s retirement journey on monitor in three easy steps:
- Ongoing evaluation of sustainable withdrawal, suitability and success fee
- Automated portfolio monitoring in opposition to the shopper’s said targets
- Actionable alerts to planners and senior managers throughout the enterprise
LEARN MORE ABOUT TIMELINE AT THE T3 CONFERENCE
T3 Convention attendees will discover Okusanya and Timeline in the primary exhibit corridor – sales space 313/315 – throughout all normal working hours. Click on right here for an interactive exhibit corridor map.
Okusanya will give a press briefing within the T3 Press Room (Rancho Santa Fe I) on Tuesday, Feb. 18, 2020 at 11:00 a.m. PST. Members of the media are invited to spend time dialoging with Okusanya in a quiet setting and to choose his mind concerning greatest practices for monetary advisors taken with serving to their shoppers take pleasure in financially secure retirement years.
Okusanya may even talk about Livetrack and different new options of the Timeline platform throughout his mainstage presentation – “Retirement Distribution Wants a New UX” – on the T3 Advisor Convention in San Diego on Monday, Feb. 17, 2020 at 3:45 pm PST.
Throughout his presentation at T3, Okusanya will talk about how one can enhance shoppers’ understanding and create deeper shopper engagement by means of visualization of retirement methods, in addition to how account aggregation, automated monitoring, and ongoing monitoring assist advisors display worth and enhance regulatory compliance and shopper outcomes.
“The analysis into sustainability of retirement revenue goes again over 25 years, when Invoice Bengen got here up with the so-called ‘4% rule’ – which has now turn into one of the vital common ideas in retirement planning,” Okusanya says. “Unusually, till very not too long ago no monetary planning software program has enabled advisors to use the in depth physique of retirement revenue analysis to the planning course of.”
“Due to know-how, we will now rework in depth, empirical knowledge on asset class, inflation and longevity right into a visually dynamic, easy-to-understand story for shoppers. This know-how allows monetary advisors for instance and personalize withdrawal fee methods to a shopper’s distinctive circumstances. Advisors are in a position to mannequin and visualize the influence of a wider vary of asset lessons, taxes, charges and time horizons,” Okusanya provides.
“This subsequent wave of tech will optimize, automate and monitor retirement revenue methods in opposition to the shopper’s aims and supply actionable alerts at totally different turns alongside the retirement journey,” Okusanya concludes.
Timelineapp Tech Restricted is the next-gen retirement revenue software program utilized by monetary planners for instance, create and handle sustainable withdrawal technique for his or her shoppers. It’s utilized by monetary professionals within the UK, US and different developed nations internationally. Timeline’s in depth empirical asset class and longevity knowledge assist monetary advisors convey a shopper’s retirement journey to life and reply their large retirement revenue questions by means of distinctive personalization and engagement capabilities. Study extra at www.timelineapp.co. Comply with Timeline on Twitter @Timeline_Tech.
Affect Communications, Inc.
Timeline’s Retirement Revenue Software program Proclaims Livetrack at T3 2020 Advisor Convention
CEO Abraham Okusanya shares new options of the Timeline platform throughout mainstage presentation
SOURCE Timelineapp Tech Restricted