What WealthBookTM does?

WealthBookTM

  • Increases VISIBILITY
  • Simplifies MONITORING
  • More ANALYTICS
  • Scalable Asset MANAGEMENT
  • Bring CLIENTS CLOSER
Broker dealer2
Broker dealer2

More
Visibility

Your OneView dashboard to see all of your Annuities at a glance

Easier
Monitoring

Re-Thinking the compliance process

Compliance
Scalable assets

Scalable
Asset
Management

The OneView management dashboard to efficiently manage sub-accounts

More
Analytics

Use data to identify
opportunities

I4

Bring
Clients
Closer

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