Our New Partner webinars provide you with the details you need to 1) determine whether or not a new integration partner might be beneficial to your office and 2) if so, learn how to get signed up, set up and using the integration between Redtail and that new partner.
Timelineapp Tech Limited is the next-generation income software used by financial advisors 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. Learn more at www.timelineapp.co