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Income Lab connects to Milemarker to sync retirement income planning data, withdrawal strategy analysis, and client retirement projections. Advisors can surface Income Lab's dynamic retirement planning insights alongside Milemarker's portfolio reporting.
Overview.
Income Lab connects to Milemarker to sync retirement income planning data, withdrawal strategy analysis, and client retirement projections. Advisors can surface Income Lab's dynamic retirement planning insights alongside Milemarker's portfolio reporting.
How it works.
Real-time data sync via a secure API connection. Data synced includes: Contacts, Retirement Plans, Income Strategies, Goals.
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