Pre-Transaction Modules

Helps firms systematize their policies and procedures for account type justification and rollover analysis.

Helps determine which annuities available on product shelf are best suited to meet clients’ needs, objectives and preferences

Helps determine the relevance of specific managed investment products for a client’s goals and objectives.

Combines sales intelligence and our AI engine to determine the amount, mix, and type of insurance for a client’s needs and objectives.

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.