On October 16, 2025, Income Lab introduced an AI toolkit that includes three tools: AI Plan Builder, AI Interviewer, and AI Assistant, to enhance the effectiveness of financial advisors. The tools help save time by automating the tasks of building plans, conducting smart interviews, and making personalized recommendations. The benefit is to improve advisors' productivity and enable them to focus on strategy instead of routine tasks. Important in bringing AI into everyday financial advisory practices.
Income Lab launches artificial intelligence package for the financial advisory industry
