iPipeline
Life insurance, annuity and account-opening software for distributors and advisors
- Broker-dealers
- RIAs
- Banks and trust companies
- Asset managers
Insurance & annuity techCustom quote
Alternatives to SuranceBay
SuranceBay makes SureLC, a software platform that handles producer licensing, carrier contracting and compliance checks for life insurance and annuity distribution. It sells to insurance carriers, general agencies such as IMOs, FMOs and BGAs, individual producers and third-party administrators. Read the SuranceBay 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
Hexure
Life insurance and annuity sales software, including the FireLight platform
- Broker-dealers
- RIAs
- Banks and trust companies
- Wirehouses
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
Greenboard
AI-based compliance platform for RIAs, broker-dealers and funds: archiving, marketing review, trade and staff compliance
- RIAs
- Broker-dealers
- Asset managers
Compliance & riskCustom quote
Hadrius
AI compliance software for RIAs, broker-dealers and private funds
- RIAs
- Broker-dealers
Compliance & riskCustom quote
RIA Compliance Technology
Modular compliance software for RIAs and compliance consultants: email archiving, trade monitoring and task management
- RIAs
- Broker-dealers
Compliance & riskCustom quote