What WealthBookTM does?
WealthBookTM
- Increases VISIBILITY
- Simplifies MONITORING
- More ANALYTICS
- Scalable Asset MANAGEMENT
- Bring CLIENTS CLOSER
More Visibility
Your OneView dashboard to see all of your Annuities at a glance
Easier
Monitoring
Re-Thinking the compliance process
Scalable AssetManagement
The OneView management dashboard to efficiently manage sub-accounts
More Analytics
Use data to identify
opportunities
