WealthStack Roundup: IncomeConductor Adds Advanced Modeling Capabilities

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The status income readying level IncomeConductor announced a level update that enables advisors to integrate existing annuity assets seamlessly into holistic status plans, simulate aboriginal annuity purchases and comparison aggregate merchandise options wrong lawsuit income strategies.

The caller features link annuity modeling straight to taxation planning, RMD tracking and lawsuit reporting and are meant to present much precision and taxation quality to strategies astir existing annuity contracts arsenic good arsenic aboriginal purchases.

Advisors tin present exemplary beingness income streams, period-certain guarantees and rider-based income options portion assigning outgo of surviving adjustments to immoderate annuity income stream.

Another caller facet is that the level projects maturation rates circumstantial to each annuity contract, abstracted from different portfolio segments and models taxation of non-qualified annuities, comparing exclusion ratios to withdrawals.

The update incorporates qualified annuity balances into required minimum organisation calculations and illustrates however qualified annuity income streams whitethorn conscionable RMDs required connected each accounts.

Advisors tin registry for a unrecorded webinar to beryllium held astatine 4 p.m. ET connected Jan. 15, 2026.

The communications archiving and monitoring level Archive Intel this week launched an integration with Microsoft Dynamics 365.

With the caller integration, those firms utilizing some Archive Intel and Microsoft Dynamics 365 tin present automatically import and sync concern contacts and information from Microsoft's cloud-based concern applications suite, which combines endeavor assets planning, lawsuit narration absorption and concern quality tools for compliant text-message archiving, eliminating manual whitelisting processes for fiscal institutions, including crossed iMessage and Android devices.

The AI-powered level was designed to heighten ratio successful email, societal media, substance messages, website, and AI selling compliance reviews among different channels (20 successful total).

Firms tin acceptable customized syncing schedules daily, play oregon astatine different intervals.

The Microsoft Dynamics 365 integration is disposable present astatine nary further outgo to Archive Intel clients. Pricing for the level starts astatine $99 per period for 3 users, with substance archiving costing an other $35 per period per user.

Estate readying level Vanilla present has a concern with Cetera Financial Group.