Hexure
Life insurance and annuity sales software, including the FireLight platform
- Broker-dealers
- RIAs
- Banks and trust companies
- Wirehouses
Insurance & annuity techCustom quote
Alternatives to iPipeline
iPipeline makes software for selling and processing life insurance, annuities and securities business. Its wealth management products are sold to broker-dealers, RIAs and fund companies, and its insurance products to carriers, brokerage general agencies and financial institutions, in North America and the UK. Read the iPipeline profile.
Zinnia
Life and annuity technology for carriers, distributors and advisors
- Broker-dealers
- Banks and trust companies
Insurance & annuity techCustom quote
Annuity Rate Watch
Annuity rate data, quoting and illustration software for distributors
- Broker-dealers
- Banks and trust companies
Insurance & annuity techPer seat
Beacon Annuity SolutionsIn the news
Annuity product, rate and sales data for carriers and distributors
- Broker-dealers
Insurance & annuity techCustom quote
CANNEX
Annuity and bank product pricing exchange and analytics
- Broker-dealers
- RIAs
- Banks and trust companies
Insurance & annuity techCustom quote
Veralytic
Independent life insurance policy research and star ratings for brokers, trustees and fiduciary advisors
- RIAs
- Banks and trust companies
- Insurance
Insurance & annuity techTiered
MyDocSafe
UK client portal, e-signature, onboarding and KYC platform used by financial planners and other professional firms
- RIAs
Client experiencePer seat
CSSI Portal+
Client reporting portal and document vault for RIAs on Advent Axys, APX or SSRS reporting.
- RIAs
- Asset managers
Client experienceCustom quote
Backbase
Digital banking and advisor workspace platform for banks and wealth managers
- Banks and trust companies
Client experienceCustom quote