Time-segmentation is a powerful tool for helping your clients achieve their retirement goals. However, with that power comes complexity and a demand for efficiency. As new regulations come into effect, compliance is as large of a concern as ever. Avoiding manual entry of investment values into your retirement income plans is critical in achieving efficiency and ensuring a consistent compliance regime.
Fortunately, IncomeConductor is focused on integrations with your critical data vendors. As 2019 comes to a close, we’ll use our final Roundtable of the year to cover our integrations as well as the enhanced functionality for managing your linked investments.