FinTech • NAPA Firm Partners
IncomeConductor
PlanFees
Hartford, CT • incomeconductor.com
Aliso Viejo, CA • planfees.com
Key Contact(s)
Key Contact(s)
Sheryl O’Connor • 860.969.3672 • soconnor@wealthconductor.com Phil Lubinski • plubinski@wealthconductor.com Tom O’Connor • 860.969.3671 • toconnor@wealthconductor.com
Jesse Taylor • 949.460.9898 • jesse.taylor@planfees.com David Gantz • 949.460.9898 • david.gantz@planfees.com
Firm Profile In Business Since: 2017 IncomeConductor® was founded in 2017 by a team of advisors with decades of experience in the retirement marketplace, giving us a true understanding of the day-to-day challenges financial professionals face and what they need to succeed. We developed a proprietary online tool that empowers advisors, firms and individuals internationally to plan for retirement more simply, more accurately, and more reliably.
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IncomeConductor accomplishes three game-changing objectives: Helps financial advisors redefine their value proposition as retirement income experts; Provides customized, uniquely flexible distribution strategies to their clients; and it is continuously enhanced, thanks to real-world input from our community of advisors.
Product/Service Category
NAPA BLACK BOOK 2020
Financial Wellness • Consulting/Plan Design • Software
Product / Service Description IncomeConductor is the future of retirement planning. Developed by a team of financial professionals with over 65 years of combined experience, IncomeConductor is an intuitive software and strategy that allows advisors and clients to truly collaborate to achieve a successful retirement performance. The proprietary, cloud-based tool allows advisors, firms and individuals to create customized, time-segmented income plans that can be easily tracked and managed throughout retirement. We don’t guess or project probabilities – we provide a written plan that gives retirees the peace of mind they deserve.
Firm Profile In Business Since: 2019 PlanFees is a revolutionary technology platform that allows financial professionals to create the most accurate, yet easy-to-use, retirement plan fee benchmarking reports. Our platform offers a seamless and efficient fee benchmarking experience for advisors, institutions and their clients. Through cutting-edge technology, such as proprietary optical character recognition (OCR) of fee disclosure documents, advisors can help their clients with their fiduciary responsibilities while creating successful outcomes for their participants.
Product/Service Category Software
Product / Service Description PlanFees is the only fee benchmarking application whose benchmark universe is based off tens of thousands of “live” pricing quotes, offering a deeper level of accuracy. Through our web portal and mobile app, advisors can create plan pricing reports in under two minutes. Features Include: • Customizable benchmark bands • Custom report branding • Ability to toggle off High, Mid or Low benchmarks • Competitive bid benchmark universe (coming 2021) • Advisor Fee and Service Benchmarking (coming 2021)
Typically, financial planners rely on random simulations and past performance models. IncomeConductor takes a more reliable approach – by breaking income plans into time-segmented milestones, each segment can be aligned with specific income goals, providing reliable short-, mid- and long-term income. For clients feeling overwhelmed by the realities of retirement, this time-segmented strategy helps divide what they see as one large, stress-inducing problem into smaller, more manageable pieces. The more comfortable the client, the more successful the plan. IncomeConductor was built from the ground up to streamline plan creation and management. Advisors can easily link and sync income data from any source to calculate and hone each plan. Coursecorrect any plan, or update even a single field, and the entire plan recalculates dynamically. Life changes unexpectedly so we’ve built flexibility into the entire process. Retirees are never locked into long-term decisions with no way out. And IncomeConductor’s daily tracking and automated insights help protect income along the way without giving up market growth.
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11/19/20 12:39 PM