AI Features in Income Lab

This article includes tutorial videos for the AI Plan Builder, AI Interviewer, and AI Assistant...

financial tools | 10 min See financial tools →

How to use the AI Plan Builder

Building plans from unstructured data, reports, notes, transcripts, etc....

ai planner | 4 min See ai planner →

How to Copy a Plan in Income Lab

Quickly duplicate and customize client plans in Income Lab using the Copy feature, which retains original values and allows for easy modification without impacting the source plan....

income lab | 1 min See income lab →

AI Transforms Financial Planning: Income Lab's Revolutionary Tools

AI-powered financial planning tools by Income Lab streamline advisor workflows through intelligent solutions like AI Assistant, Plan Builder, and AI Interviewer...

revolutionary | 2 min See revolutionary →

Income Lab AI Scribe for Zoom

Learn how to effectively utilize Zoom for income lab meetings with the assistance and guidance provided in this article....

zoom helper | 20 min See zoom helper →