IncomeConductor Knowledge Base

IncomeConductor Knowledge Base

  • FAQ
  • Support
  • Document Library
  • Back to IncomeConductor

What would you like to learn about?

Searching...

Need Support?

Use this form to get quick answers from our team on how to use a particular area of the platform or where to find supporting information.
CONTACT SUPPORT

Book a Case Call

These 1-hour meetings can be scheduled for an in-depth case design consultation or an intensive training session for either an individual or a group.
BOOK NOW

Register for the next Roundtable

Be sure to attend our monthly Roundtable webinars, featuring experts covering a variety of retirement income topics.
COMING SOON

Help Topics

  • Intro to Time Segmentation

    Intro to Time Segmentation

    Learn about the powerful distribution strategy that IncomeConductor uses.
  • Getting Started

    Getting Started

    Everything you need to build your first income plan.
  • Client Reports

    Client Reports

    Overview of all client-facing reports.
  • Plan Editor

    Plan Editor

    Become familiar with all of the tools available in the dynamic plan editor.
  • Integrations

    Integrations

    Setting up and managing integrations.
  • Managing Linked Accounts

    Managing Linked Accounts

    Import, place, remove, replace, and customize client account links.
  • Tracking & Replanning

    Tracking & Replanning

    Generate client review reports and make changes to plans in distribution.
  • Health+

    Health+

    Actuarial longevity projections, Social Security optimization, and healthcare spending estimates.
  • Account Management

    Account Management

    Managing your password, payment info, and more.
  • Recorded Webinars

    Recorded Webinars

    Collection of recordings covering a wide range of educational topics.
Need Support?
Use this form to get quick answers from our team on how to use a particular area of the platform or where to find supporting information.
CONTACT SUPPORT
© Copyright WealthConductor LLC.
  • FAQ
  • Support
  • Document Library
  • Back to IncomeConductor