Keep all of your financial
instruments on the same page.
Powerful integrations to automate your practice.
Tracking and managing the assets in your clients’ income plans over time is critical to protecting their future income. IncomeConductor makes it easy to link all plan assets for daily tracking, wherever they’re held.
Link client assets for daily tracking. Includes support for Orion’s sleeve structure. Invest in multiple strategies in a single account and connect each sleeve to a separate IncomeConductor plan segment.
Link client assets for daily tracking. Connect all types of securities through your consolidated Albridge feed. Spread accounts across multiple IncomeConductor plan segments at the holdings level.
Link client assets held on the Independent Advisor Solutions platform for daily tracking. Accounts that hold multiple portfolios can be linked to segments at the portfolio level to easily implement a range of strategies that align with plan segments.
Link client assets for daily tracking. Includes support for Axos Advisor Services multi-model structure. Invest in multiple strategies in a single account and connect each model to a separate IncomeConductor plan segment.
Link client assets for daily tracking. Connect all types of securities held on the Raymond James custodial platform. Spread accounts across multiple IncomeConductor plan segments at the holdings level.
Link client assets for daily tracking. Connect all types of securities held on the TD Ameritrade custodial platform. Spread accounts across multiple IncomeConductor plan segments at the holdings level.
Link client assets for daily tracking. Includes support for Adhesion’s UMA structure. Invest in multiple strategies in a single account and connect each strategy to a separate IncomeConductor plan segment.
Client still invested in their 401(k) or at a local bank? Use IncomeConductor’s customized interface to request authorization from your client to link outside assets to their income plan.
Link client assets for daily tracking. Connect all types of securities reported on through the Capitect platform. Spread accounts across multiple IncomeConductor plan segments at the holdings level.
Don’t see something you use? Get in touch.
We’re always working to expand our integration partners and your custodian or portfolio management system may be in our development pipeline already. Our integration projects are designed to achieve the highest efficiency for our users.
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The best way to see IncomeConductor in action is to try it FREE for 30 days.