WealthConductor, LLC is a growing firm in the financial services industry that delivers retirement income planning and tracking software to financial advisors nationwide. Our existing product IncomeConductor (IC) is a unique and highly competitive SaaS application with an established user base and aggressive growth plans.
IC is designed to help advisors easily and intuitively design, implement and monitor income plans for their clients. Their clients include pre-retirees, retirees, and any individual or organization seeking a long-term plan for generating sustainable income from existing savings. We have been helping advisors achieve this goal for over two years now, and have been incorporating their feedback into our strategy and our tools to better serve their needs.