The Product Profiler® maps product types to the client’s needs and uses a scoring methodology to help determine which mix of investment vehicles or products is best suited for an individual client’s needs.
The RightBRIDGE® Annuity Wizard helps financial professionals determine which annuities available on their product shelf are best suited to meet their clients’ needs, objectives and preferences.
The RightBRIDGE Investment Wizard uses the RightBRIDGE engine to determine the relevance of specific managed investment products for a client’s goals and objectives.
The RightBRIDGE Life Insurance Wizard combines sales intelligence and our AI engine to determine the amount, mix, and type of insurance for a client’s needs and objectives.
The RightBRIDGE compliance dashboard and case explorer provides home office users with a tool to monitor activity and behavior of users of the RightBRIDGE applications.
The RightBRIDGE Suggestion Engine is a needs-based AI engine that identifies all relevant client needs and opportunities.
The regulators have made it clear that Reasonably Available Alternatives need to be documented at the account type level, and at the product level. RightBRIDGE provides the tools you need to do both.
The Retirement Security Rule seeks to redefine fiduciary responsibilities, setting higher standards for investment advice.
Many of the rules and requirements attached to PTE 2020-02 are addressed through functionality already included in RightBRIDGE. RightBRIDGE has also added additional functionality to assist financial professionals in navigating PTE 2020-02
The SEC’s Regulation Best Interest (Reg BI) requires financial professionals to not only act in their client’s best interest, but must also “show their work” and show why they are making their recommendation.
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