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New Integration with Timeline!

Posted by: rt-paul
Category: Integrations
Timeline integration illustration

We are happy to announce that Redtail now offers an integration with Timeline, a fintech company that provides advisors with next-generation retirement income software.
Timeline App logo
ABOUT TIMELINE
Timelineapp Tech Limited is the next-gen retirement income software used by financial planners to illustrate, create and manage sustainable withdrawal strategy for their clients. It is used by financial professionals in the UK, US and other developed countries across the world. Timeline’s extensive empirical asset class and longevity data help financial advisors bring a client’s retirement journey to life and answer their big retirement income questions through unique personalization and engagement capabilities. Learn more at www.timelineapp.co. Follow Timeline on Twitter @Timeline_Tech.

WHAT ARE THE INTEGRATION POINTS BETWEEN TIMELINE AND REDTAIL CRM?
The integration will give Timeline users the ability to create retirement plans easily and efficiently by importing all of the client information and data already within the Redtail platform – completing 90% of the work involved in creating a retirement plan, eliminating the need for manual entry, saving advisors time and reducing human error.

timeline import screen

DETAILS ON INTEGRATION SETUP AND USAGE
Redtail’s documentation on this new integration is available here.

Additionally, we are hosting a New Partner Spotlight webinar with Timeline on Wednesday, February 5, at 10:00am Pacific. If you miss that live event, recorded versions of our Partner Webinars are available here, typically within a week after the live session.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.