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…
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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…
IncomeConductor Named Finalist in 2022 WealthManagement.com Wealthies Awards
The “Wealthies,” WealthManagement.com’s annual awards programs honoring the individuals, organizations and companies that help financial advisors build better businesses and create better outcomes for their clients, is back for its eighth installment this September. The Wealth Management Industry Awards received a record-breaking number of nominations: nearly 1,000 entries from more than 350 companies. In all, 225 organizations were selected as finalists in one…