michael.pendergrass
Acronym
WealthConductor
Product ID
IncomeConductor
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Description
Advisor software to create customized, time-segmented retirement income plans.
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Details
- Use the dynamic income plan editor to design customized, time-segmented income plans collaboratively with your client. Create plans that are basic illustrations, all the way to sophisticated, comprehensive retirement road maps.
- See updates to important plan analytics in real-time as you work. Give your client instant feedback on the impact of various scenarios and decisions, such as retirement date, rate-of-return assumptions, and social security claiming strategies.
- Build out the income need at the budget level using individual expenses that can each vary over time. Include all other sources of income, such as Social Security, Pensions, Part Time Work, and more.
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- Import households of client accounts through our direct data integrations with services like Albridge, Orion, custodians like SEI and TD Ameritrade, or our broad aggregation service Plaid. Connect client assets from anywhere they are held.
- Link client assets to plan segments at the account level, sleeve/sub-account level through UMA platforms like E*Trade Advisor Services, Orion, SEI, and Adhesion, or at the individual position level to easily implement plans for tracking in retirement.
- Receive daily updates to accounts, positions and values ensures that you have compliant, up-to-date asset data flowing into IncomeConductor. Easily swap accounts and positions in, out, or between segments if investment adjustments need to be made.
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Details
- IncomeConductor calculates how your client’s income plan should be progressing every day, giving you the automation to administer dozens or hundreds of plans at once. Scale your practice knowing that IncomeConductor is working for you in the background.
- See how actual investment values stacks up against the assumptions and projections from the original plan. See what the Required Rate of Return for each segment to reach its growth goals and fully fund planned client income every day.
- Receive automated de-risking alerts when there are opportunities to potentially reduce market exposure while still staying on track to fully funding future income. Run review reports with a single click to quickly illustrate your client’s progress.
Features
Advisor software to create customized, time-segmented retirement income plans:
- Tool for advisors to create time-segmented retirement income plans
- Plans can be easily tracked and managed throughout retirement
- Provides written plan giving retirees the peace of mind they deserve
Vendors
Management Style
Schwab Products
Solution