Timeline Retirement Income Software Integrates With Morningstar ByAllAccounts for Investment Data Aggregation
Chicago, Illinois--(Newsfile Corp. - October 30, 2019) - Timelineapp Tech Limited (Timeline), a fintech company that provides next-generation retirement income software, and Morningstar® ByAllAccounts®, the award-winning data aggregation service, today announced an integration that gives advisors a unified view of portfolios within Timeline by aggregating securities and alternative investments from multiple custodians through ByAllAccounts.
2019-10-30 7:00 AM EDT
Timeline Retirement Income Software Integrates With SS&C's Black Diamond(R) Wealth Platform to Power Robust Retirement Plans
San Francisco, California--(Newsfile Corp. - October 22, 2019) - Timelineapp Tech Limited today announced the integration of Timeline, its retirement income software, with SS&C's Black Diamond® Wealth Platform. The integration enables Timeline users to efficiently import client details and account holdings data from Black Diamond to create sustainable retirement plans.This integration empowers advisors using Black Diamond to assess the sustainability of withdrawal from drawdown portfolios,...
2019-10-22 7:00 AM EDT