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Income Lab

Income Lab is an award-winning and top-rated retirement planning tool, receiving high marks in the Kitces.com 2023 AdvisorTech Report and the 2024 T3/Inside Information Advisor Software Survey. In addition, Income Lab was named “Best in Show” at the XYPN Live events in 2022 and 2023.

How does the integration work?

Plan your client’s retirement faster with Income Lab. Import your contacts from PreciseFP, and it will automatically transfer all your important account and contact details. No typing needed!

Follow the steps and video in this Income Lab article for instructions on how to enable this integration.

Please reach out to your Income Lab account manager or email support@incomelaboratory.com if you have any questions or need additional assistance.

Read more about it over at IncomeLab.com

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"The time saving is…probably like 75% of the draw. When we tell our advisors, ‘You could do this without doing all of that,’ they’re like, ‘Sign me up!’"
Natalie White, WMCP®
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See how The AmeriFlex Group has customized the PreciseFP platform to create a branded experience for each office, allowing them to scale efficiently while maintaining personalized service for their clients.

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