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Timeline Decumulation Planning App Has New Integration With RedtailTimeline Decumulation Planning App Has New Integration With Redtail

The new integration means no more manual data entry for advisors with Redtail CRM that use or want to use Timeline.

Davis Janowski, Senior Technology Editor, WealthManagement.com

January 28, 2020

1 Min Read
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Timelineapp Tech Limited and Redtail Technology announced Tuesday an integration enabling advisors to easily import client details, account holdings and other data directly from Redtail’s CRM application into Timeline’s app.

The Timeline application is meant for advisors working on retirement withdrawal plans to illustrate, create and manage a sustainable withdrawal strategy. With it the advisor can show clients the impact of asset allocation decisions, rebalancing, fees and taxes on the sustainability of their portfolio and it can also be used to create a withdrawal policy statement, as well as help illustrate the probability of outliving their portfolio.

Redtail has set up a webinar to educate its users on the new integration for Feb. 5.

Timeline, which is headquartered in the U.K., announced an integration with Black Diamond in October.

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About the Author

Davis Janowski

Senior Technology Editor, WealthManagement.com

Davis Janowski is a New York-based technology journalist whose work spans consumer, business and the FinTech sectors.

Prior to his six years with WM, Janowski worked for Forrester Research as an analyst covering Digital Wealth Management. In edition, he has worked for two FinTech startups, Wealthfront and New York-based FeeX, Inc. (now Pontera). His work covering the advisor tech space began in 2007 when he joined InvestmentNews as the advisor industry’s first dedicated technology reporter. His start in tech journalism began as an editor with PC Magazine in 1999 where he later served as an analyst and reviewer.

His work has appeared in The New York TimesWealthManagement.comFinancial PlanningRIABizInvestmentNewsPC Magazine, numerous blogs and several books, including Technology Tools for Today's High Margin Practice. He has also been a speaker and moderator at numerous industry conferences.

Outside his day-to-day he is a senior guide for Manhattan Kayak Company in New York City.

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