CEO Abraham Okusanya shares new features of the Timeline platform during mainstage presentation

Integration gives advisors ability to easily import client data for efficient creation of sustainable retirement plans

Retirement income software makes it to the final round, wins $5,000 prize and venture capital interest

Integration gives financial advisors ability to import data directly from all investment institutions in the US

This year offers many tax breaks that consumers will miss if they wait until next year to read articles on "Tax Tips for 2010"