Information & Articles

Directory of Providers of Life & Investment Account Administration

Life and investment advisors increasingly sell a mix of investment and life insurance products from a number of firms which create and manage those products. In such an increasingly complex environment, advisors need a strong set of support services in order to be as effective as possible. MGA's have increased their support in order to help advisors serve their customers as well as possible.

These technology providers have enhanced their offerings to MGA's and others who fulfill a similar role by adding new functionality and taking advantage of new technologies, thereby enabling MGA's to take on added support services while operating efficiently.

Articles

• Univeris White Paper: Financial Advisors need to set bar higher; research shows 'client engagement'* is what really matters
• Univeris Launches First Online Compliance Watchdog
• Univeris offers turnkey module to manage TFSAs immediately solving back and front office problems
• SunGard's WealthStation Integrates Financial Planning Content to Help Advisors Improve Sales and Client Relationships
• Survey Says That Over 95% of Financial Advisors Agree That The Link to Growing Their Business is Delivering a Deeper Client Experience: Univeris
• Advisors Look To Dealers To Provide Best-Of-Breed Tools To Power Their Practice in Competitive Market: Univeris
• Rice Financial Selects Univeris Platform To Administer Wealth and Insurance Business
• Univeris Survey Reveals Advisors Want To Provide Client Portfolio Analysis To Almost 60% of Their Clients Versus 30% at Present
• Ten Star Financial Selects Univeris Platform as Insurance Administration System
• Ranking the Vendors of Wealth Management Technology 2007: Portfolio Construction: Report Published by Celent

Directory of Providers of Life & Investment Account Administration

No providers at this time.