News Archive - Page 3 of 11 - IncomeConductor

IncomeConductor Named Finalist in 2021 WealthManagement.com Wealthies Awards

The “Wealthies,” WealthManagement.com’s annual awards programs honoring individuals, organizations, and companies that help financial advisors build better businesses and create better outcomes for their clients, is back and in person this September. IncomeConductor was named as a finalist in the “Specialized Planning Applications” category. This year, there were more than 900 entries submitted from 346 different…

IncomeConductor Announces New Relationship with the SEI Wealth Platform

WealthConductor LLC, a FinTech company that arms enterprise and financial advisor clients with an integrated retirement income planning software called IncomeConductor, today announced that IncomeConductor is now available with the SEI Wealth PlatformSM (the Platform), enabling independent advisors that utilize both SEI’s Platform and IncomeConductor to easily connect their clients’ underlying accounts and facilitate scale through automation….

IncomeConductor Named Finalist for 2021 InvestmentNews Innovation Awards

InvestmentNews has recognized IncomeConductor as a 2021 Innovation Award finalist. IncomeConductor, along with twelve other firms, were chosen as finalists from several hundred nominations by a committee of InvestmentNews representatives. The judges recognized firms for their creative and novel systems and improvements that help financial advisers take care of their clients, run their businesses and…