Direct annuity data feeds from RetireOne to your wealth management platforms allow you to see client assets that are traditionally held away or may be otherwise difficult to access. We help RIA firms connect to client annuities so they may manage them, report on them, include them on client statements, and possibly bill on them.
Form #20210301-EFLS-A008
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR CONSUMER USE.
Videos about the many ways RetireOne’s people, fiduciary marketplace and technology enhance the work of RIA firms.
