What are the best resources available to learn more about the client-side of Income Lab (client view, how to link accounts, etc)? Are there webinars, documents, etc available?
Are advisors mostly utilizing another planning software (i.e. Right Capital, eMoney, etc) in addition to Income Lab? I use Right Capital where all of the accounts are linked etc and have been manually inputting data into Income Lab. I think I'd like to get to a place where I could just use one platform or the other but I need to get more comfortable and knowledgeable with what the client experience is like in Income Lab with regards to onboarding, linking accounts, etc. I am getting tired of maintaining the two systems when I think, in reality, I may be able to get away with just using one of the two per client.
Thanks for any insight...
Chris