Solutions for RIAs
Where Insights Meet Action
Proformex provides comprehensive visibility and actionable insights for complex wealth instruments, empowering you with the information you need to deliver the results your clients want with ease.
Turn Data into a Competitive Edge
Achieve Better Client Outcomes
Proactively engage clients and deliver preferred outcomes, adding strategic value to your business.
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 tools and smart insights about your business that help you stay ahead of risks and opportunities.
Connect Teams & Take Action
Access first-of-their-kind, configurable reports and notifications to keep everyone in the know on where and when to act.
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 advisors have up-to-date information at your fingertips, you don’t have to worry about unnecessary – or worse, unknown – exposure to risk.
Protect Future AUM
Minimize policy lapse risks and protect client benefits while unlocking potential for future asset management growth. Proformex is the only tool that helps you grow AUM using life insurance and annuities as a segue into broader planning conversations.
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
72%
Lapse Rescue Rate for Top Enterprise Clients
+154K
Event Driven Notifications Sent to Enterprise Advisors
36%
Additional Lift to New Policies Issued Above Baseline
210
Data Elements to Configure Reports and Notifications
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?