Are you new to Timeline or do you need a quick refresher? We've got you covered. 

This video walks you through how to create a new client scenario of Timeline, the sustainable withdrawal software. 

The video below walks you through the main features of the app and explains the basic concepts on the sustainable withdrawal rate framework.  To do this, we input a client's basic details and examined the results including;

  • The Snapshot page, which summarises the key results including the Success Rate, Legacy (i.e the terminal portfolio balance), Longevity and Lifetime Income. 
  • Balance page, which shows the nominal and real (inflation-adjusted) year-end balance of the portfolio under various historical market scenarios.
  • Income Page, which shows the nominal and real (inflation-adjusted) annual income withdrawal from the portfolio of under various historical market scenarios.
  • Longevity Analysis page which shows the client's chances of living until a given age, and the odds of your portfolio lasting that long

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