"Luck is the residue of design." - Branch Rickey, in a 1946 interview with The Sporting News As the team worked on our product releases all month, we've also been cheering on our home team Cleveland Guardians in their post-season run. And both reminded me of this...
The Power of Reinvention: Same Business-Ready Life Insurance and Annuity Information, Delivered with a Brand-New Look
On the heels of back-to-school season, our product team put out a release that had me reflecting on how good it feels to start fresh. It took me right back to all those end-of-summer trips to the store with mom to pick out just the right three-ring binder,...
What’s New in August? Smarter SmartDocs, Data Quality Gains, and a Stronger In-App Experience for Enterprise Customers
August's theme for our biggest product releases is continuous platform and feature upgrades to keep enhancing user experience with Proformex. Whether you're a daily power user of the app or someone who primarily interacts with Proformex through data integrations with...
What’s New in July? AI-Enabled Tools, More Flexibility for In-App Configurations, and Streamlined Experience for Day-to-Day Users
The theme for July's product releases is continuing to meet our users where they are. We know that for some financial professionals, logging into another standalone platform adds unwanted complexity and effort to their day. We have solutions for that. We also know...
Fact-Sheet: Meet Willow
Willow is a secure suite of AI-enabled solutions, including an MCP-connector for the AI tools and workflows advisors and teams already use. Connect once, ask questions about your book of business in plain language, and surface what matters without ever switching...
Reduce Your Mental Clutter with Intuitive Task Management in Proformex
It's 9 am on a Monday morning. Fresh, steaming mug of coffee in hand, you log in, ready to take on whatever the day will bring. You take your first sip and dive right in. First, you check your Outlook calendar to see what reminders await you there. Yikes. Nevermind,...
What’s New in June? Intuitive Task Management and More Configurability for Document Templates
We know that in addition to providing financial professionals with business-ready insights that help them act, one of the best ways we can support them is by making repetitive tasks easier. This month's roundup of product releases focuses on the theme of taking...
Annuity Segment-Level Visibility Empowers Financial Professionals to Turn Policy Detail into Timely Client Action
Working with financial professionals across insurance, wealth management, and financial planning, we know when everyone has access to timely, actionable information on all client assets it leads to the best possible outcomes. But, a challenge financial professionals...
What’s New in May? More Ways to Put Business-Ready Insights to Work
The financial professionals we work with consistently share what they value most from us is our ability to provide information that's ready for their business to act on now. Our key releases this month deliver on our mission of getting business-ready insights into...
Information Ready: Taking Control of Annuity and Life Insurance Data for RIAs
Annuity contracts and life insurance policies are typically sold through multiple carriers and distribution partners, making it difficult to build a centralized picture of a book of business and nearly impossible to proactively service the clients who own them....