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 is proud to partner with Osaic to help make available our industry-leading time-segmented income planning solutions to such a vast set of financial professionals. “We are very excited to partner with a B/D like Osaic that has a deep understanding of the time-segmented strategy, a commitment to the success of their advisors and a vision for capturing the lion’s share of the retirement income market with our branded technology.” said WealthConductor, LLC CEO Sheryl O’Connor.
The Osaic Retirement Income Consulting team has been instrumental in the effort to make this partnership a reality and should prove to be an invaluable resource for professionals looking to gain sophistication and grow their practices in the retirement income planning space.
Read the full press release here.