Pre-Transaction Modules
Product Profiler
Helps firms systematize their policies and procedures for account type justification and rollover analysis.
Annuity Wizard
Helps determine which annuities available on product shelf are best suited to meet clients’ needs, objectives and preferences
Investment Wizard
Helps determine the relevance of specific managed investment products for a client’s goals and objectives.
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.
Compliance Dashboard
Provides home office users with a tool to monitor activity and behavior of users of the RightBRIDGE applications.
Suggestion Engine
The RightBRIDGE Suggestion Engine is a needs-based AI engine that identifies all relevant client needs and opportunities.
