IncomeConductor
https://www.incomeconductor.com/
Financial Planning
IncomeConductor is a comprehensive income distribution strategy, not a single product solution. IncomeConductor’s platform provides financial professionals the ability to create, track and manage customized income plans that deliver a structured yet dynamic withdrawal strategy to their clients throughout the next phase of their lives.
Data into Capitect
None
Data from Capitect
- All client accounts
- Daily balances
- Daily positions
Instructions
Membership Benefits
