Fintech Integration Marketplace

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IncomeConductor

WealthConductor LLC was founded in 2017 by advisors with decades of experience in the retirement marketplace. We are passionate about providing an income distribution strategy that serves the needs of firms, financial advisors and individuals in meeting the challenges they face.

Our revolutionary retirement income platform, IncomeConductor®, provides a complete suite of support to financial advisors who want to re-define their value proposition as retirement income professionals and provide a time-tested income distribution strategy to their clients that is completely customized to their individual needs and goals. We partner with our IncomeConductor® community of advisors to continuously enhance our technology and supporting program to help them succeed in the income distribution market.

IncomeConductor
  • Web-based platform
  • Time segmented strategy
  • Training program
  • Ongoing support
  • Complete program
  • Compliance
  • Powerful reporting
  • White-labeled sites
IncomeConductor

Companies that integrate with IncomeConductor

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Capitect
Capitect
The Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process through advanced engineering and innovative design.
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.

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Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

IncomeConductor

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It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.