A look at the companies demoing at FinovateWest Digital on November 23 through 25, 2020. Register today and save your spot.
WealthConductor’s flagship platform, IncomeConductor, is an intuitive software and strategy that allows advisors and clients to truly collaborate to achieve a successful retirement performance.
- Dynamic visual income plan editor
- Data aggregation to link client assets into their plan
- Daily tracking analytics and insights to manage retirement income plans in a scalable way
Why it’s great
Advisors and their firms are bringing in millions in new AUM due to IncomeConductor’s unique and compelling approach to retirement income plan design, presentation, and management.
Sheryl O’Connor, CEO
O’Connor has spent over 25 years in the financial services industry at insurance and investment management firms, leading strategic business growth and technology innovation.