Shaped by the seamless, personalized experiences people are getting from every other corner of their digital lives, individuals are increasingly bringing more expectations to their financial relationships. Client demand is growing towards insights and advice...
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...
With Willow, Proformex now connects your post-sale annuity and life insurance data directly in the AI tools your teams already use
Willow is a suite of AI-enabled solutions including proprietary annuity and life insurance analytics, document and reporting creation, an in-app experience, and an MCP-standard integration among other tools. For your teams, Willow works directly inside Claude,...
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,...
Proformex Debuts Willow, Closing the Information Gap in Life Insurance and Annuities
AI enablement that makes it easier to manage post-issue life insurance and annuities inside financial portfolios FOR IMMEDIATE RELEASE CLEVELAND, Ohio - July 28, 2026 Proformex, the leading provider of information and technology solutions for post-sale life insurance...
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....