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The retirement income planning platform IncomeConductor announced a platform update that enables advisors to integrate existing annuity assets seamlessly into holistic retirement plans, simulate future annuity purchases and compare multiple product options within client income strategies.
The new features connect annuity modeling directly to tax planning, RMD tracking and client reporting and are meant to deliver more precision and tax intelligence to strategies around existing annuity contracts as well as future purchases.
Advisors can now model lifetime income streams, period-certain guarantees and rider-based income options while assigning cost of living adjustments to any annuity income stream.
Another new aspect is that the platform projects growth rates specific to each annuity contract, separate from other portfolio segments and models taxation of non-qualified annuities, comparing exclusion ratios to withdrawals.
The update incorporates qualified annuity balances into required minimum distribution calculations and illustrates how qualified annuity income streams may meet RMDs required on all accounts.
Advisors can register for a live webinar to be held at 4 p.m. ET on Jan. 15, 2026.
Archive Intel Integrates with Microsoft Dynamics 365
The communications archiving and monitoring platform Archive Intel this week launched an integration with Microsoft Dynamics 365.
With the new integration, those firms using both Archive Intel and Microsoft Dynamics 365 can now automatically import and sync business contacts and data from Microsoft’s cloud-based business applications suite, which combines enterprise resource planning, customer relationship management and business intelligence tools for compliant text-message archiving, eliminating manual whitelisting processes for financial institutions, including across iMessage and Android devices.
The AI-powered platform was designed to enhance efficiency in email, social media, text messages, website, and AI marketing compliance reviews among other channels (20 in total).
Firms can set custom syncing schedules daily, weekly or at other intervals.
The Microsoft Dynamics 365 integration is available now at no additional cost to Archive Intel clients. Pricing for the platform starts at $99 per month for three users, with text archiving costing an extra $35 per month per user.
Vanilla Approved for Cetera Advisors
Estate planning platform Vanilla now has a partnership with Cetera Financial Group.
Through the partnership, Cetera’s network of more than 12,000 financial advisors and institutions that sign up and pay for the platform can invite clients to Vanilla Document Builder to create state-specific estate planning documents, including trusts, wills, powers of attorney, advance healthcare directives and more.
Advisors that use the platform will also have access to the Vanilla Attorney Network of over 100 attorneys and legal professionals serving all 50 states.
Competitor Wealth.com announced a similar partnership with Cetera in April.
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