Solutions for Fiduciaries
Where Insights Meet Action
Proformex provides comprehensive visibility and actionable insights for complex wealth instruments, making it easier than ever for fiduciaries to uphold increasingly stricter obligations to keep clients’ best interests intact.
Turn Data into a Competitive Edge
Ensure the Best Client Outcomes
Proactively engage clients and deliver preferred outcomes, ensuring you’re in line with fiduciary duties.
See Everything
at Once
Aggregate critical data across multiple sources, putting everything you need in one place and saving you time.
Identify Risks & Opportunities
Get advanced tools and intelligent insights about your business that help maintain your clients’ best interests over time.
Ease Admin Burdens
Build a repeatable process for tracking client assets with ease, keeping everything documented in one platform.
We Understand Your Goals and Support Them
Safeguard Client Relationships
You’ve worked hard to build strong client relationships. Proformex can further cement those relationships by improving service with clear reports and timely outreach.
Reduce Risk
When you and your teams have up-to-date information at your fingertips, you don’t have to worry about unnecessary – or worse, unknown – exposure to risk.
Automate Repetitive Tasks
Grow Business
Easily spot opportunities – term and annuity milestones, upsells, cross-sells, and re-sells – and start generating revenue from an untouched part of your business.
Elevating Visibility into High-Impact Financial Tools
Proformex is Trusted by Your Peers
+115K
PDF Deliverables Generated
210
Data Elements to Configure Reports and Notifications
11,088
Configurable Reports Generated
Your Data is Secure
Proformex is trusted by the largest banks, broker-dealers, and wealth managers. We have a rigorous and comprehensive information security program.
As a SOC II Type 2 certified solution, we provide institutional-grade security and compliance, and we enable control of your data at every level of your organization’s hierarchy.
Your Data Can Be Integrated
Our team of experts can work with you to implement custom development and API integrations with the systems you use today. These integrations ensure your data is tethered to the appropriate platforms used in daily routines and conversations.
Discover Our Process
When you partner with Proformex, you enter a long-term relationship with a hands-on team that supports you every step of the way. Our best practices and implementation programs have moved the metrics that matter for your peers. Want to be next?