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…
Archives: News
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…
IncomeConductor Launches Charles Schwab Data Integration
IncomeConductor makes creating and tracking your clients’ retirement plans simple and compelling, and automating that tracking is even easier now that direct client account feeds are now available from Charles Schwab! User can authorize the connection from the Schwab Advisor Center in just minutes to begin feeding their FA Master Account data into clients’ IncomeConductor…