• March 20, 2018

    Trust Company of America Integrates with IncomeConductor

    We are proud to announce that IncomeConductor now has a direct integration into Trust Company of America! The new TCA integration allows advisors to use their Rep ID to link client accounts directly into retirement income plans on IncomeConductor. Users no longer need to provide their client’s credentials to...

  • December 22, 2017

    Upcoming Conference Attendance

    The 2018 conference season is almost upon us, and the IncomeConductor team is already planning on attending several exciting events. Read more about them below.   TD LINC Conference: January 31 – February 3, Orlando, FL Sheryl O’Connor, Founder/CEO and Nick Oglesby, Director of Advisor Support will be running...

  • August 26, 2017

    WealthConductor LLC and Integrated Financial Partners Partner to Improve Efficiencies

    Hartford, CT – August 26, 2017 – WealthConductor LLC (“WC”) is pleased to announce its partnership with Integrated Financial Partners (“IFP”) in offering a complete retirement income technology solution to IFP’s financial advisors. IFP has built a successful business offering clients a time-segmented retirement income strategy, Lifetime Income Model®...

  • August 25, 2017

    IncomeConductor® and Adhesion Wealth Advisor Solutions: A Perfect Retirement Income Partnership

    WealthConductor LLC (“WC”) is pleased to announce its partnership with Adhesion Wealth Advisor Solutions (“Adhesion”) in offering a complete retirement income solution for financial advisors. WC’s revolutionary Software as a Service (SaaS) technology and platform of advisor services, IncomeConductor®, supports financial advisors in creating, tracking and managing customized plans...

  • August 25, 2017

    New Public Site Launch

    WealthConductor LLC is proud to announce the launch of our new public facing website! Our new site features sections focused on messages for advisors, firms, and individual investors. We’ve honed our message to help us and our clients share the core beliefs and true value that the IncomeConductor® platform...

  • July 18, 2017

    WealthConductor LLC Announces IncomeConductor® Spinoff from 3D Asset Management, Inc.

    Due to overwhelming advisor requests and the implementation of the DOL Fiduciary rules, we have separated IncomeConductor® from 3D Asset Management, Inc. and formed WealthConductor LLC.  This is important for a few reasons: There is no association between access to the program and the use of 3D portfolios. Tracking...

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