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RightBRIDGE For Product Management
RightBRIDGE gives Product Managers the tools they need to maintain compliant product shelves, configure scoring rules, and ensure every product launch meets regulatory requirements—from initial setup through ongoing lifecycle management.
Manage annuity rates and riders, maintain investment lists, and roll out new products with confidence that your approved shelf is accurately represented in every recommendation your firm generates.
Key Benefits
- ✓ Centralized product shelf management and configuration
- ✓ Accurate product scoring aligned to manufacturer specifications
- ✓ Streamlined new product rollout and onboarding
- ✓ Real-time visibility into product adoption and recommendation trends
RightBRIDGE Solutions For Product Management Challenges
Configure and maintain your approved product shelf.
Product Profiler®
Manages your approved product shelf with configurable scoring rules that map client profiles to the right product types—ensuring every recommendation aligns with both firm policy and manufacturer specifications.
Learn moreRightBRIDGE Annuity Wizard
Maintains annuity product data including rates, riders, and surrender schedules, ensuring your annuity shelf stays current and recommendations reflect real-time product features.
Learn moreInvestment Wizard®
Powers your investment product list with automated data feeds for mutual funds, ETFs, UITs, and 529 plans—so your shelf stays accurate without manual data entry.
Learn moreMonitor adoption and optimize product performance.
Compliance Dashboard & Case Explorer
Track product-level recommendation trends, adoption rates, and usage patterns across your firm—giving you data-driven insights to refine your product shelf and identify underperforming offerings.
Learn moreReasonText®
Review the plain-English rationale generated for every product recommendation to ensure your shelf's scoring configuration produces accurate, defensible documentation.
Learn moreRightBRIDGE+
AI-assisted analysis of recommendation patterns helps Product Managers identify configuration gaps, detect shelf misalignments, and prioritize product updates based on real advisory activity.
Learn moreReady to Optimize Your Product Shelf?
Schedule a personalized demo to see how RightBRIDGE helps Product Managers maintain compliant, high-performing product shelves.