Your Annuity Custom Software Solution Experts. Focus on your clients and efficiency. Let FIV streamline your operations so you can keep doing what you love. FIV acts as the central platform for only your Carriers, Products and Rates, Tear Sheets, Compliance and Database Management.
Genivity is a dynamic client engagement tool that predicts family & lifestyle-based health risks to help advisors provide more comprehensive, targeted advice to clients, and better communication with next generation heirs.
FindBob is a growth, transition and succession planning tool for financial advisors and insurance agents, utilizing machine learning and elements of gamification for asset protection.
ClientPoint is a cloud-based platform designed to generate, manage and track sales proposals. The platform ties all SaaS together to give businesses a way to easily build custom client portals, or ClientPoints, so that they can: engage prospects more dynamically to close more deals faster; (2) successfully onboard customers better, and build stronger and more profitable relationships with them over time.
Clearnomics provides a technology that empowers financial advisors to have engaging market conversations with clients.
Bridge helps RIAs save money for their clients by finding low-cost ETF alternatives to mutual fund investments.
Asset-Map visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real- time.
Orion is dedicated to creating financial planning software that enables profitable financial planning for all of its customers. It has automated advice delivery that allows more advisors to participate in holistic advice and more clients to receive financial plans regardless of their net worth.
55ip is a financial technology company whose purpose is to break down barriers to financial progress. Financial advisors use 55ip’s tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip’s intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients.
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