AI Features in Income Lab

Video: AI Plan Builder Tutorial   Video Transcript: AI Plan Builder Tutorial Welcome. This video will walk you 0:02 through a tutorial of our tech preview 0:04 feature, the AI plan builder. The AI 0:07 plan builder will change how you build a 0:09 plan in Income Lab by allowing you to 0:11 upload any document or copy and paste 0:14 any information, ...

How to use the AI Plan Builder

The Income Lab AI Plan Builder allows you to move away from traditional data entry - finding pre-specified fields in the app and typing/choosing your answers - and toward simply giving the software any information you have already and allowing an AI agent to find the information useful for building a plan. To use the AI Plan Builder, go to the House...

How to Copy a Plan in Income Lab

When working with Income Lab, creating a new plan for a client doesn't mean starting from scratch every single time. The platform offers a simple and efficient "Copy" feature that enables you to quickly duplicate existing plans and customize them for new clients. To copy a plan, follow these straightforward steps: Navigate to the Income Lab screen c...

AI Transforms Financial Planning: Income Lab's Revolutionary Tools

In the rapidly evolving landscape of financial planning, AI tools are transforming how professionals approach client services and practice management. Income Lab's suite of AI-powered solutions represents a cutting-edge approach to streamlining financial planning workflows. Revolutionizing Financial Planning with AI Tools Financial advisors today fa...

Income Lab AI Scribe for Zoom

  Overview The Income Lab AI Scribe records, analyzes, and summarizes your meetings so you can focus on clients first. Then, after the meeting, it will create a household in Income Lab based on the data it gathered from your conversation with the client. Availability: Public Zoom Marketplace app (English). Installation is available to Income Lab use...