Key Benefits
Reduces rework and
Not in Good Order transactions through a wizard-based approach
Utilizes PPfAs to see info like product, feature and fund expenses
Ensures full compliance both internally and externally
Key Features
Book of
Business
Advisors can immediately identify which contracts are eligible for withdrawals and subsequent payments without conducting extensive research
Route Annuity
Orders
Robust API and messaging capabilities can be used to route annuity orders to existing compliance and suitability queues
Accommodates
Regulations
Flexible architecture accommodates rules, forms, and transmission changes; quickly react to constant regulatory changes
