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Presenter Profile:

How they describe themselves: WealthConductor LLC helps financial advisors deliver the exceptional retirement experiences that their clients want and need. With our technology and support, financial advisors can become experts at retirement income generation for their clients, all while scalably growing their practice and increasing valuation for a future transition. Our co-founders’ bring deep backgrounds in financial planning, retirement income, business development, and technology that allow us to serve the needs of both the advisor and their clients.

How they describe their product/innovation: IncomeConductor is a web-based software for financial advisors to create, track, and manage time-segmented retirement income plans for their clients. We help advisors become efficient experts in retirement income distribution so they can capture and retain baby boomer clients as the greatest transition in history from saving to spending occurs. The system includes comprehensive income plan design, client account aggregation, plan-to-actual tracking analytics, automated de-risking alerts, and more.

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms

Contacts

Bus. Dev. & Press: Sheryl O’Connor, CEO, soconnor@wealthconductor.com, 860-969-3672