AI Features
5 Articles in this CategoryAI Features in Income Lab
This article includes tutorial videos for the AI Plan Builder, AI Interviewer, and AI Assistant...
How to use the AI Plan Builder
Building plans from unstructured data, reports, notes, transcripts, etc....
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....
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...
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....