Piecemeal solutions are a bottleneck to financial peace of mind. Complex issues in life insurance and wealth management demand a comprehensive platform that will help drive results.
We offer streamlined process automation for every stage of your business, so you can do your job – faster and easier.
Integrated solutions that are on point
Our industry-leading digitization puts your business first, so you can put your clients first. Innovative offerings empower your business to secure more financial futures, in preparation for life’s toughest moments. No matter what might be slowing you down, we’re here to help.
Carriers
Distributors
Segregated Fund & Mutual Fund Dealers
Carriers
Maximize operation efficiency with complete straight through processing. Carrier solutions include:
We proudly partner with the distribution community to deliver a fully-integrated ecosystem aimed at driving efficiency, helping you stay connected and ahead of the market. Advanced technology solutions include:
Leverage the power of a one-stop solution to plan, execute, and process business across all channels with integration directly to FundServ. Our investment solutions include:
We provide you with unique opportunities to engage with other professionals across the Insurance, Financial Services, and Wealth Management industries through our user group meetings and annual conference. Discover cutting-edge developments and be inspired while tapping into the value of our vast ecosystem. Because no one likes a missed “Connections”.
