Transform meetings, notes, and even documents into actionable plans in just a couple of minutes. Let AI help you with workflow.
Meet Income Lab’s new AI-powered tools, built to help advisors save time, strengthen client conversations, and scale their business with confidence.
Upload any financial plan, voice memo, or even a text file from your favorite note-taking tool. Income Lab’s AI Plan Builder transforms it into a ready-to-review plan in minutes so you can spend less time building and more time with clients.
Learn more
The AI Interviewer engages clients and prospects through a guided, conversational intake process, so you get the details you need the first time. It automatically builds a plan from their responses and notifies you when it’s ready to review.
Learn more
Whether you’re preparing a client review or answering questions live, the AI Assistant delivers instant, clear explanations when you need them. No waiting, no searching for answers, and no second-guessing.
Learn more
AI Scribe listens during client meetings and captures planning details in real time — such as assets, income, and expenses. It creates a drafted plan ready for you to review and finalize in Income Lab, so nothing gets missed and nothing is applied without your approval.
Learn more
Income Lab’s new AI tools help you save time, simplify retirement planning, and serve more clients, without sacrificing quality.
Skip the Repetition
AI automates routine steps so you spend less time clicking, and more time on the work that really matters.
Reduce Manual Errors
By collecting and organizing data automatically, AI helps you avoid the small mistakes that often slip in during manual entry.
Get to Your Goal Faster
From setting up households to finding answers, AI removes extra steps so you can get where you need to be, faster.