Osaic is ramping up its ability to support advisors focused on retirement income planning as it introduces key upgrades to one of its successful planning platforms.

The firm announced on Monday that it’s built out its retirement income planning tool, NextPhase, with new and upgraded versions.

Developed in partnership with IncomeConductor, the enhanced tools, named NextPhase Pro and NextPhase Plus, are designed to simplify the creation of personalized retirement income plans through user-friendly input, according to Osaic.

Currently, around 600 advisors utilize the original NextPhase platform, which the firm said facilitates planning for over $4 billion in retirement assets annually.

Read more at InvestmentNews.com.

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