Product infographic carousel
Product infographic images
Product Infographic captions
-
1
Give clients clear information on how much they can spend and what changes in their portfolio balance could make it prudent to adjust that spending. Automatically update and monitor plans so that clients always know where they stand.
-
1
Stress test retirement income plans through some of the worst times in history to see how a plan would have adjusted income, withdrawals, and spending to weather tough times. Often, adjustments are smaller and more temporary than expected!
-
1
Give clients an interactive 1-page view of their entire financial life, including how their plan produces retirement income from different sources - down to the account level. Explore the plan timeline to see how and when goals are reached.
Product Description
About this Product
Manage retirement spending adjustments and tax-smart distributions:
- Build, deliver, stress test, and monitor retirement adjustment plans
- Explore and demonstrate the value of tax-smart distribution strategies
- Deliver a compelling, interactive view of clients' financial lives
About Income Lab
Income Lab is laser-focused on retirement income and helping advisors deliver better retirement outcomes and experiences. We facilitate real, dynamic, adjustment-based planning (not treating retirement as pass/fail) and tax-smart distribution planning. We believe in letting computers do what they do best, to allow advisors to do what they do best. That's why we automate monitoring and management of retirement income plans so that advisors can scale modern retirement management across an entire business and differentiate their practices from those who do retirement the old way. Income Lab is dedicated to advancing retirement income research and education and supporting advisors in delivering the best in retirement management to their clients.
Product Details
Contact Us
Phone
Website
More info about us
Category
Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.