Digital Demo Series: WealthConductor

As Finovate events return this fall, dozens of companies are getting ready to showcase their latest financial services technologies this September and November. And not surprisingly, many of these innovations are part of larger stories related to COVID-19.

As a sneak peek, we recorded an early digital demo interview with WealthConductor, who will also demo at FinovateWest. Along with Finovate VP of Strategy, Greg Palmer, WealthConductor explores the retirement income crisis, now more dire than ever when unemployment is at an all-time high.

To join WealthConductor and other companies demoing this fall, visit the FinovateFall and FinovateWest (formerly FinovateSpring) websites. Hope to see you apply!

FinovateFall Sneak Peek: IncomeConductor

A look at the companies demoing live at FinovateFall on September 23 through 25, 2019 in New York City. Register today and save your spot.

With IncomeConductor, financial advisors can create, track, and manage comprehensive income plans for clients seeking exceptional retirement experiences.

Features

  • 30+ year written income plans give clients confidence to retire
  • Daily analytics with automated de-risking alerts to protect income
  • Investor behavior management, increasing AUM capture and retention

Why it’s great
IncomeConductor gives advisors a compliant, repeatable process for serving the largest retirement cohort in history, helping them grow and ultimately transition their practice at a high valuation.

Presenters

Sheryl O’Connor, CEO
Connor has 25+ years of leadership experience in fintech. She co-founded and grew RIA to $900M AUM. She is an expert in strategic planning and executive management. LinkedIn

Tom O’Connor, CMO
O’Connor has 10+ years of experience in financial services, technology, and digital marketing. He is head of technology for a $900M AUM RIA, and an expert in digital marketing, investment data analysis. LinkedIn