Microsoft(US:MSFT) Yahoo Finance·2025-12-19 14:11Group 1: IncomeConductor Platform Update - IncomeConductor announced a platform update allowing advisors to integrate existing annuity assets into comprehensive retirement plans, simulate future annuity purchases, and compare various product options within client income strategies [1] - The new features link annuity modeling to tax planning, RMD tracking, and client reporting, enhancing precision and tax intelligence for existing annuity contracts and future purchases [2] - Advisors can now model lifetime income streams, period-certain guarantees, and rider-based income options, with the ability to assign cost of living adjustments to any annuity income stream [2] Group 2: Annuity Contract Projections - The platform now projects growth rates specific to each annuity contract, separate from other portfolio segments, and models taxation of non-qualified annuities, comparing exclusion ratios to withdrawals [3] - It incorporates qualified annuity balances into required minimum distribution calculations, illustrating how qualified annuity income streams may fulfill RMDs required on all accounts [3] - Advisors can register for a live webinar scheduled for January 15, 2026, to learn more about these updates [3] Group 3: Archive Intel Integration - Archive Intel launched an integration with Microsoft Dynamics 365, allowing firms to automatically import and sync business contacts and data from Microsoft's cloud-based applications [4] - This integration eliminates manual whitelisting processes for financial institutions, enhancing compliance for text-message archiving across various devices [5] - The platform, designed to improve efficiency in compliance reviews across multiple channels, offers custom syncing schedules and is available at no additional cost to Archive Intel clients [6] Group 4: Vanilla and Cetera Partnership - Estate planning platform Vanilla has established a partnership with Cetera Financial Group, expanding its service offerings [7]