IncomeConductor Knowledge Base

Help Topics

• 

  Intro to Time Segmentation

  Learn about the powerful distribution strategy that IncomeConductor uses.
• 

  Getting Started

  Everything you need to build your first income plan.
• 

  Discovery Editor

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

  Client Reports

  Overview of all client-facing reports.
• 

  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.