Timeline

Displaying items by tag: Timeline

Tuesday, 10 December 2019 16:05

Transact enables Timeline pension app integration

Transact has added an integration facility to allow users of the third party Timeline pension app to import Transact client portfolio data to help with pension drawdown planning.

Published in Articles

Tagged under

Transact
Timeline
pensions
drawdown
data
integration

Finalytiq’s Timeline completes seed-funding round

A software tool designed to predict the success of long-term retirement strategies has completed a seed-funding round.

Published in Articles

Tagged under

FinalytiQ
FinTech
Abraham Okusanya
Timeline
Adam Seale
Jason Butler
Chartered Financial Planner

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