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 Hexure
Hexure makes point-of-sale software for life insurance, annuities and other insurance and retirement products. It sells to insurance carriers, to IMOs and BGAs, and to financial institutions such as broker-dealers, RIAs, banks, clearing firms and wirehouses whose advisors sell these products. Read the Hexure 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
Backbase
Digital banking and advisor workspace platform for banks and wealth managers
- Banks and trust companies
Client experienceCustom quote
FusionIQ
White-label digital advice and self-directed investing platform
- Banks and trust companies
- RIAs
- Broker-dealers
- Asset managers
Client experienceCustom quote
Quik!
Forms automation software and APIs for wealth management firms
- RIAs
- Broker-dealers
Client experiencePer seat
Asset-MapIn the news
Visual household financial mapping software for advisors
- RIAs
- Broker-dealers
Financial planningPer seat
Unblu
Secure messaging, video and co-browsing platform for banks and wealth managers
- Banks and trust companies
- RIAs
Client experienceCustom quote