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We are excited to announce the release of our latest integrations with TD Ameritrade, Charles Schwab, and Fidelity, powered by BridgeFT. Our new integrations will enable Income Lab users to link account information from some of the largest institutions in the industry into their Income Lab plans. This will streamline the data entry process and decrease the time it takes to monitor and track households at scale. View our newest integrations inside your Income Lab account today or sign up for a demo to get started.

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Justin Fitzpatrick, PhD, CFA, CFP - President and Co-Founder of Income Lab
Justin Fitzpatrick, PhD, CFA, CFP

Justin Fitzpatrick is President and Co-Founder of Income Lab, retirement income planning software used by thousands of financial advisors. He developed the guardrails-based approach to retirement income distribution after a decade in financial services at Jackson and seven years in academia at MIT, Harvard, and UCLA. His research on adjustment-based planning has been published on Kitces.com, ThinkAdvisor, AdvisorPerspectives, and FinancialPlanning Magazine.

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