Redtail users can now get the best of both worlds with the latest integration with Timeline.

This integration will allow users to do the following:

  • Assess the sustainability of withdrawal from drawdown portfolios
  • Show clients the impact of asset allocation decisions, rebalancing, fees, and taxes on the sustainability of their portfolio
  • Create a Withdrawal Policy Statement in minutes
  • Prepare clients for market declines up-front and how to deal with them
  • Bring longevity risk to life - show clients the probability of outliving their portfolio

In the video featured above, Toyosi helps guide you through the process when connecting your Timeline account with Redtail.

As you will be able to see from this video, the process is straightforward and easy to get everything connected quickly.

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