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….
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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…
In The Suite: Building a FinTech Solution to Help Solve the Other Parts of Retirement Planning
Tina Powell recently hosted Sheryl O’Connor on her podcast In The Suite after Sheryl was named as one of the 2020 Inspiring Fintech Females by NYC Fintech Women. In the Suite is a podcast that shares amazing stories of women in business in the financial services and wealth management industry. The podcast features interviews with inspiring,…