A UK-headquartered decumulation phase financial planning app company announced Tuesday an integration with SS&C’s Black Diamond Wealth Platform. The Timeline application from Timelineapp Tech Limited, which was founded in 2018 and is headquartered in Basildon, Essex, also counts American planning expert Michael Kitces as one of its “Advisors.” It had its U.S. debut at the September Invest conference.
The integration is meant to assist U.S. advisors using Black Diamond in creating withdrawal strategies for their clients. Specifically, according to a prepared statement, the integration will help advisors assess the sustainability of various hypothetical withdrawal drawdown strategies of client portfolios and can also help “prepare clients for market volatility and highlight longevity risk.”
When using the Timeline application, client data, including account holdings, flows from Black Diamond. According to the Timeline website, the app costs $49 per advisor per month for use with up to 100 clients and has a sliding scale that drops to $42 per month per advisor for 10 or more. The company offers a 30-day free trial.
Additional details on Timeline features are available on their blog.
This means, you take one article, and you use the article distribution system. It will generate thousands of unique versions of your article, and publish those unique articles to hundreds of websites that are related to your niche.
Take a look at our comprehensive guide to the best and most popular information ebooks and products available today on Detoxing, Colon Cleansing, Weight Loss and Dating and Romance. They are all in one spot, easy to find and compere to make a quick selection for the product that best fits your needs or wants.
So browse through a category and make your preferred selection and come back here to read more choice articles and get a few more helpful tips on ways to help your enhancement.
As an Amazon Associate I earn from qualifying purchases. “saubiosaubiosuccess.com is a participant in third party affiliate and advertising programs; The Amazon Services LLC Associates Program, Awin network, and other affiliate advertising programs are designed to provide a means for sites to earn advertising fees and commissions by advertising and linking to products on other sites and on Amazon.com. Amazon and the Amazon logo are trademarks of Amazon.com, Inc, or its affiliates.”
We use anonymous cookies and various 3rd-party services to optimise and to offer you a better, more personalised, browsing experience with advanced accessibility enhancements.
Dismiss
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
