Our Technology - IncomeConductor

IncomeConductor® is the future of retirement planning.

Developed by a team of financial professionals with over 65 years of combined experience, IncomeConductor® is an intuitive software and strategy that allows advisors and clients to truly collaborate to achieve a successful retirement performance.

Reliability-based strategies. Not probability-based formulas.

Financial planners typically rely on random simulations and past performance models. IncomeConductor® takes a more reliable approach – by breaking income plans into time-segmented milestones, each segment can be aligned with specific income goals, providing reliable short-, mid- and long-term income.



Bringing harmony to a potentially stressful situation.

For clients feeling overwhelmed by the realities of retirement, this time-segmented strategy helps divide what they see as one large, stress-inducing problem into smaller, more manageable pieces. The more comfortable the client, the more successful the plan.



100% proprietary. 100% linkable.

IncomeConductor was built from the ground up to streamline plan creation and management. Also built-in: advisors can easily link and sync income data from any source to calculate and hone each plan. Course-correct any plan, or update even a single field, and the entire plan recalculates dynamically.



Ongoing plan management deserving of a standing O.

Life changes unexpectedly so we’ve built flexibility into the entire process.. Retirees are never locked into long-term decisions with no way out. And IncomeConductor’s daily tracking and automated insights help protect income along the way without giving up market growth.



Ready to conduct your free trial?

The best way to see IncomeConductor in action is to try it FREE for 30 days.

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