The next generation of retirement income planning
The world of advising is changing. IncomeConductor® meets that challenge head-on
We understand how the industry functions, the regulations you need to comply with, and what your competition is doing to attract your top producers. IncomeConductor truly sets your company apart, gives your advisors a new value proposition, and allows you to capture the exploding opportunity in the distribution marketplace.
IncomeConductor® is a comprehensive and scalable retirement income business solution built exclusively for investment advisors. It enables advisors to orchestrate and manage an exceptional retirement income experience for their retiring and retired clients.
A technology platform that supports the full life-cycle of your clients’ plans
IncomeConductor® supports advisors throughout the entire iterative process, providing compliant reporting at each step. You and your clients will have the necessary information, analytics and flexibility to make ‘course corrections’ throughout the duration of the plan whenever clients’ needs or market changes warrant. Advisors are not only able to orchestrate the plan, they are able to successfully lead the plan through its entire life-cycle.