Income Lab: Experience the difference Income Lab can make for you and your clients.
ABOUT Income Lab “Income Lab began when two financial industry veterans grew frustrated with the fact that existing planning technology used simplistic, dated analytics. They understood that if financial advisors could implement and scale the best ideas from financial economics, retirement research, and data science, most retirees could live better financial lives. They set out to build a platform that made advisors’ work easier and their advice better.
The ultimate goal was clear: to help retirees achieve a brighter financial future.“
WHAT ARE THE INTEGRATION POINTS BETWEEN INCOME LAB AND REDTAIL CRM?
Integration points between Income Lab and Redtail include the ability to link household and account data from Redtail CRM into Income Lab.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.