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Press Release
Feb 17, 2020
Timeline's Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference
CEO Abraham Okusanya shares new features of the Timeline platform during mainstage presentation
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Press Release
Jan 28, 2020
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Integration gives advisors ability to easily import client data for efficient creation of sustainable retirement plans
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Press Release
Nov 6, 2019
Timeline Wins Second Place at Money20/20 Startup Academy Competition in Las Vegas
Retirement income software makes it to the final round, wins $5,000 prize and venture capital interest
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Press Release
Oct 30, 2019
Timeline Retirement Income Software Integrates With Morningstar ByAllAccounts for Investment Data Aggregation
Integration gives financial advisors ability to import data directly from all investment institutions in the US
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Press Release
Jan 27, 2010
It's too late for 2009 tax tips so start planning for 2010
This year offers many tax breaks that consumers will miss if they wait until next year to read articles on "Tax Tips for 2010"
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