Financial Business Technology Partners

  • Annuity Nexus – Produce side-by-side comparisons of fixed annuity products.
  • LaserApp Software® – Seamlessly integrates with Electronic Order Entry to pre-populate vendor forms and reduce redundant data entry.
  • Morningstar® Fund Analytics – Provides mutual fund, closed-end fund, and exchange-traded fund research, and offers the ability to create hypothetical investment illustrations.
  • Annuity Analyzer (MAA) – Coverage of over 1,000 policies and 36,000 sub-accounts.
  • Morningstar Investment Analyzer for Variable Annuities (IAVA) – Coverage of over 1,000 policies and 36,000 sub-accounts.
  • Pershing® InfoDirect – Download client brokerage account information for use with portfolio management software.
  • Pershing NetX360TM – Provides registered representatives with instant access to account information, quotes, news, and research for financial clients.
  • Pershing NETXInvestor® – Provides clients with online access to account information, statements, trade confirmations, quotes, news, and research.
  • Redtail Technology – Delivers web-based Client Relationship Management (CRM) solutions for financial services professionals called “Our Business Online.” Redtail can seamlessly integrate with several industry-leading technologies, including Electronic Order Entry.