IncomeConductor Knowledge Base
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Intro to Time Segmentation
Learn about the powerful distribution strategy that IncomeConductor uses.
Getting Started
Everything you need to build your first income plan.
Client Reports
Overview of all client-facing reports.
Plan Editor
Become familiar with all of the tools available in the dynamic plan editor.
Integrations
Setting up and managing integrations.
Managing Linked Accounts
Import, place, remove, replace, and customize client account links.
Tracking & Replanning
Generate client review reports and make changes to plans in distribution.
Health+
Actuarial longevity projections, Social Security optimization, and healthcare spending estimates.
Account Management
Managing your password, payment info, and more.
Recorded Webinars
Collection of recordings covering a wide range of educational topics.
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