WEALTHCONDUCTOR, LLC
WealthConductor's game-changing advisor services platform is called IncomeConductor. IncomeConductor is a comprehensive income distribution strategy, not a single product solution. The 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.
WEALTHCONDUCTOR, LLC
Industry:
Financial Services FinTech Retirement SaaS
Founded:
2017-01-01
Address:
Hartford, Connecticut, United States
Country:
United States
Website Url:
http://www.incomeconductor.com
Total Employee:
1+
Status:
Active
Contact:
860-969-3672
Total Funding:
410 K USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SSL By Default Google Font API Google Analytics LetsEncrypt Apple Mobile Web Clips Icon Google Tag Manager WordPress Google Universal Analytics
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Current Employees Featured
Sheryl O'Connor Chief Executive Officer @ WealthConductor, LLC
Chief Executive Officer
2017-04-01
Phil Lubinski Co-Founder @ WealthConductor, LLC
Co-Founder
2017-01-01
Tom O'Connor Founder / CMO @ WealthConductor, LLC
Founder / CMO
2017-01-01
Founder
Official Site Inspections
http://www.incomeconductor.com Semrush global rank: 2.59 M Semrush visits lastest month: 6.75 K
- Host name: 141.193.213.11
- IP address: 141.193.213.11
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "WealthConductor, LLC"
IncomeConductor - LinkedIn
IncomeConductor LLC was founded in 2017 by advisors experienced in the retirement marketplace. We understand the challenges financial professionals face and what they need …See details»
Individuals - IncomeConductor
IncomeConductor provides a clear strategy, and easy management of that strategy, throughout your retirement. You’re kept in the loop. You’ll …See details»
WealthConductor, LLC - Crunchbase Company Profile & Funding
WealthConductor's game-changing advisor services platform is called IncomeConductor. IncomeConductor is a comprehensive income distribution strategy, not a single product …See details»
Solutions - IncomeConductor
The IncomeConductor Discovery Editor is the perfect stepping stone into time-segmented retirement income planning. Quickly create educational illustrations with a simple, powerful single-screen interface. See a summary of plan data …See details»
IncomeConductor Company Profile | Management and Employees …
IncomeConductor Profile and History. WealthConductor LLC was co-founded in 2017 by CEO Sheryl O'Connor along with partners Phil Lubinski, CFP®, and Tom O'Connor to develop …See details»
IncomeConductor® - Schwab Advisor Services
IncomeConductor calculates how your client’s income plan should be progressing every day, giving you the automation to administer dozens or hundreds of plans at once. Scale your practice knowing that …See details»
IncomeConductor Overview | SignalHire Company Profile
Organization Website: incomeconductor.com : Phone Number: 8609693672: IncomeConductor industries Finance: Headquarters Location: 100 Constitution Plaza, Hartford, CT, 06103 US …See details»
IncomeConductor - Overview, News & Similar companies
Mar 9, 2021 IncomeConductor specializes in clarifying retirement income planning complexities for clients, offering solutions such as Social Security analysis, tax analysis, cashflow …See details»
MANAGING INCOME IN THE NEXT STAGE - IncomeConductor
IncomeConductor® is a product of WealthConductor LLC. This communication and its content are for informational and educational purposes only and should not be used as the basis for any …See details»
IncomeConductor
If you have not yet registered for a subscription to IncomeConductor, just click the Create an Account button below to start the process. Create an account. WEALTHCONDUCTOR LLC …See details»
Contact - IncomeConductor
IncomeConductor helps financial advisors create, track, and manage retirement income plans for their clients.See details»
Income Conductor - Morrison Nordmann
Income ConductorIncomeConductor® is the future of retirement planning and we are proud to offer this service to our clients. Developed by a team of financial professionals with over 65 …See details»
IncomeConductor
Join a demo to learn how we can help your practice. Access to 14-day free trials will be granted immediately following your demo. https://incomeconductor.com/demoSee details»
Proposal - IncomeConductor
IncomeConductor® offers you the flexibility to customize your retirement portfolio with a variety of funding options. With this proposal you have the opportunity to review the assumptions and …See details»
Our Technology - IncomeConductor
IncomeConductor was built from the ground up to streamline plan creation and management. Also built-in: advisors can easily link and sync income data from any source to calculate and hone …See details»
Approved Plan - IncomeConductor
IncomeConductor ® tracking and management tools on your behalf to monitor your plan's performance. Implementation begins with the organization and allocation of your retirement …See details»
IncomeConductor
EFFECTIVE DATE: Nov 22, 2023. OVERVIEW. Whereas, IncomeConductor LLC (“IC”) owns and operates a proprietary retirement income plan management software-as-a-service (SaaS) …See details»
INCOMECONDUCTOR
Within IncomeConductor. The power of IncomeConductor ® is evident in its on-going management capabilities. Not only does it provide continuous progress reports, but it also …See details»
Pricing - IncomeConductor
Priced to fit your practice. Monthly Annual Discovery $50 /mo 1-Year Contract Discovery Plan Editor Personalized Client Reports On-Demand Training Sales & Marketing Materials …See details»