Income Studio
Turn short-term cash-flow questions into clearer client conversations
Income Studio, part of Wealth Studios, gives advisors a dynamic 12-month view of a client’s cash flow. It brings together expected income sources, projected expenses, taxes, contributions, and investment income so clients can better understand how their near-term spending needs may be covered.
Rather than relying on static spreadsheets or separate account reviews, advisors can use Income Studio as a visual conversation tool to explain short-term income planning, uncover potential gaps, and explore practical funding options in real time.