HARTFORD, CT, December 18, 2025 – IncomeConductor, the leading retirement income planning platform for financial advisors, today announced a major platform update that transforms how advisors incorporate annuities into comprehensive retirement income plans. The enhancement delivers the precision and tax intelligence advisors need to build strategies around both existing annuity contracts and potential future purchases….
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Osaic Launches Advanced Retirement Income Planning Platform in Partnership with IncomeConductor
Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, in partnership with IncomeConductor®, has announced the availability of NextPhase Pro and NextPhase Plus, enhanced versions of its retirement income planning tool, NextPhase. The NextPhase platform calculates easy to read, personalized retirement income plans based on simple user input. The IncomeConductor team…
IncomeConductor Launches Integration with SS&C Black Diamond Wealth Platform
The IncomeConductor team is proud to announce that we have completed our integration project with SS&C Black Diamond Wealth Platform. As we continue to expand our data partnerships, our focus is on enabling financial advisors to create a seamless retirement income experience for their clients. Our new connectivity with SS&C Black Diamond Wealth Platform expands…