I've been using Monarch Money with several of my soon-to-be or current retirees who previously didn't really consider how much they spent because they earned so much money. Anyway, Monarch has a really good system of linking accounts (they use multiple sources +. ai to figure out best link)... but their interface with advisor is not very helpful. Since IncomeLab is all about helping with Retirement Income, would be AWESOME to have an integration between these two tools. Down the road, maybe income lab could even offer Monarch as an add-on in portal for those who want to keep track of income more closely.
https://www.monarchmoney.com/for-professionals