TCA by E*TRADE Enhances Its Digital Custody Platform with IncomeConductor Suite of Solutions for RIAs

TCA by E*TRADE Enhances Its Digital Custody Platform with IncomeConductor Suite of Solutions for RIAs

TCA by E*TRADE, a provider of integrated technology, custody, and practice management support for Registered Investment Advisors (RIAs), announced the enhancement of its Liberty platform with IncomeConductor®, a comprehensive income distribution strategy platform launched in 2017 by WealthConductor LLC. IncomeConductor gives RIAs the ability to create, track, and manage retirement income plans for their clients.

IncomeConductor provides a suite of solutions for RIAs to develop and present structured, yet dynamic income distribution strategies to their clients — customized to the individual needs and goals of each investor. IncomeConductor’s web-based platform delivers powerful planning and management tools that are now available through Liberty, the digital custody platform of TCA by E*TRADE.

“Adding IncomeConductor to Liberty is another example of how we’re not only solving problems for RIAs, but presenting innovative solutions to help meet their business and client needs,” said TCA by E*TRADE President Joshua Pace. “We believe IncomeConductor’s retirement planning solutions, coupled with Liberty’s robust technology, helps RIAs enhance their business model and improve their value proposition.”

Through IncomeConductor, RIAs on the Liberty platform will have access to:

  • Tools to create retirement income plans for clients using a time-segmented strategy
  • An interactive planning experience with built-in flexibility to make adjustments, as needed
  • White-labeled client reports and marketing materials that can be branded with customized logos, disclosures, and contact information

“Through our relationship with TCA by E*TRADE, we’re honored to be working with other industry leaders to help RIAs focus on what they do best: serve their clients,” said WealthConductor CEO and Co-Founder Sheryl O’Connor. “Together, IncomeConductor and TCA by E*TRADE are redefining how the industry creates efficiencies for business, and we’re proud to be at the forefront of this innovation.”

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