Advanced Annuity Reporting
Using our direct connection with our insurance carriers, we are able to directly report on your annuities, their values, crediting strategies and transactions.
Finally, you can show your clients a real picture of the value of their annuities.
Show Annuity Allocations
Show your clients how their annuities are allocated and include those assets in their overall household reporting. Just as you would any other account!
Transactions
Demonstrate the internal workings of a client's annuity with transaction-level reporting. No more monkeying around with bad data, or worrying about invalid credentials. The data will always be current and clean with balances updated daily by the carriers via DTCC or DST Feeds!
Demonstrate
Market Protection
Clearly illustrate to your clients in side-by-side comparisons how their investments have done with their Annuity versus, their un-managed assets or the market in general.
Demonstrate how their Annuity augmented portfolio has helped them weather market volatility.
Billing
Demonstrate a lower weighted client fee when you factor your annuity fee,
Illustrations
Include annuities as first-class investments, alongside your standard SMAs in your reports and investment proposals.
Digital Account Opening
Use Elements to generate and pre-fill your annuity paperwork.
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