Wealth Management editor Davis Janowski covered the announcement of a new tiered pricing structure for the IncomeConductor platform. The new pricing includes discounts for paying annually vs. monthly, as well as a new Basic subscription tier at a heavily reduced price for those advisors looking to get started with retirement income plan generation. The new Basic tier offers income plan design and proposal generation features meeting or exceeding those of competitors Bucket Bliss and Income For Life Model at a lower price point.

You can view a breakdown of the pricing tiers and their associated features, as well as a link to set up your free 30-day trial at your convenience on our Get Started page.

Janowski explains the new Basic pricing tier:

“A new base offering will now cost $50 per month (or $540 if paid on an annual basis) and includes tools and features used for plan creation and analysis. The basic version was created for advisors “who may be new to retirement income distribution and/or time segmentation planning, offering them an opportunity to get started at an introductory cost,” according to the company.”

The existing subscription tier will now be known as Premium:

“The premium service will cost $249 per month (or $2,700 if paid annual on an annual basis) and includes all of the features of the basic version plus one-on-one case consulting, personalized marketing materials, account data integrations, plan tracking dashboard, automated practice and de-risking alerts and one-click client review reports.”

Read the full article here.