Albridge Wealth Reporting
Consolidate data from hundreds of sources both custodied and non-custodied to provide a holistic view of assets. Import account and holdings data into IncomeConductor for linking and tracking of client income plans.
Axos Advisor Services
Axos Advisor Services is an RIA custodian that delivers individualized attention, intuitive technology, and knowledgeable consulting support.
Use the Axos Liberty platform to manage multiple portfolio strategies independently within a single account registration for seamless alignment with client income plan segments.
Black Diamond Wealth Platform
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Charles Schwab & Co.
As a pioneer of the RIA model, Schwab supports thousands of independent advisors who want to serve their clients’ best interests.
Feed one or more master accounts into IncomeConductor to link a client’s entire household into their income plan for daily tracking updates.
Orion Advisor Technology
Built by advisors, for advisors, Orion’s portfolio management software gets advisors back to the business of serving their clients.
Take advantage of Orion’s “sleeving” capabilities to manage multiple model portfolios independently within a single account for seamless income plan segment alignment.
Plaid
Plaid helps companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.
Invite your client to share visibility of their assets at any of thousands of financial institutions. Link held-away assets into their income plan for holistic income plan tracking.
Raymond James
Raymond James is a diversified financial services firm, focused on providing trusted advice and tailored, sophisticated solutions for individuals and institutions.
Connect any assets custodied at or cleared through Raymond James into client income plans for daily tracking.
SEI
SEI provides a complete and connected experience for independent advisors as well asset management and technology services.
Define a customized suite of strategies and deploy them across multiple portfolios within a single account for seamless alignment with client income plan segments.
TD Ameritrade
As champions of independence, TD brings more of the products and support advisors need to succeed as an independent RIA.
Easily establish a custodial feed into IncomeConductor for linking and tracking of client accounts. Existing TD account links will automatically transition to Schwab as necessary.