Income Discovery
Curated by SignalWealth management software suite optimizing retirement income planning for advisors.
Overview
Income Discovery is a company that offers a suite of wealth management software aimed at improving the operations of financial advisors and wealth managers. The platform incorporates various financial technology tools, including customer relationship management (CRM) capabilities, portfolio management, and performance reporting, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. The company focuses on addressing the complexities associated with post-retirement income management, providing solutions such as Income Planning 2.0, Safe Income Portal, and Paycheck in Retirement. These tools are designed to assist in developing personalized retirement income strategies and enhancing client engagement through secure data aggregation and compliance features. The overall objective of Income Discovery is to streamline retirement income planning, which may contribute to increased advisory productivity and client retention.
Key facts
- Founded
- 2010
- Headquarters
- Basking Ridge, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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Contact
- Primary office
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Open roles
1 roleSenior Product Manager - Retirement Solutions
United States · On-site · Full-time
