We’ve listened to a lot of great feedback from our advisor users and major updates are on deck for the IncomeConductor platform. In this roundtable we’ll be discussing the new functionality that is available to subscribers as well as how it will benefit your interactions with clients before, during and after a sale.
Learn about the dynamic illustration of segment funding deficits, new Readiness Report for plans in funding deficit, draw-down illustration to show segment spending, and primary and additional client ages on reports.