IncomeConductor Knowledge Base
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Intro to Time Segmentation
Learn about the powerful distribution strategy that IncomeConductor uses.
Everything you need to build your first income plan.
Become familiar with all of the tools available in the Discovery plan editor.
Overview of all client-facing reports.
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.
Actuarial longevity projections, Social Security optimization, and healthcare spending estimates.
Managing your password, payment info, and more.
Collection of recordings covering a wide range of educational topics.
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.