Carefull is a financial management platform designed to protect older adults from financial risks. The service monitors bank accounts, credit cards, and other financial activity to detect signs of fraud, late payments, and mistakes. Carefull provides alerts and actionable insights to both seniors and their trusted family members or caregivers, ensuring financial safety and peace of mind.
Annuity Advantage provides a comprehensive platform for comparing different types of annuities, helping individuals and advisors make informed decisions about annuity investments. The service offers free quotes and detailed, personalized analyses of annuity contracts to optimize retirement income planning.
Covr’s digital, white-labeled platforms integrate seamlessly with financial brands to provide life, long-term care, disability, and supplemental health solutions from top carriers to their clients in a simple, turnkey way. Our AI-driven tools, digital advice model and omnichannel sales support seamlessly blend high-tech and high-touch. We’re dedicated to transforming the insurance purchase process from something that was previously slow and paper-based to an experience that is fast and digital.
InsureLife.io provides an AI-powered Network Orchestration Platform for Insurers that digitally connects their financial services products with consumers and agents, so they interact anytime, growing sales in a contactless world by creating an “in the moment” buying experience for connected consumers.
Build a Team You Trust with Wizest. Browse their universe of financial experts – Leaderboards, expert profiles, and performance history make it easy to choose. Add experts to your team and copy their portfolios in one click.
Wink, Inc. is a market research firm that tracks life insurance and annuity companies, their products, features, rates, and sales. In short, we provide accurate, thorough, timely, and compliant product information on life insurance contracts and annuities. We offer full-service competitive intelligence for life insurance and annuity home offices, distributors, sales professionals, and consulting firms.
Voyant offers a holistic, fully integrated view of financial planning. With Voyant, financial planning is personal. They use engaging visuals to inspire your clients to discover and share their exact goals. They also help you reveal your clients’ path to achievement in a way you can both see clearly – in real time.
UNest is an app democratizing access to smart financial solutions for all families. It helps parents build a better financial future for their children. In five minutes, you can open a UTMA account for your child and no paperwork is required. All members receive access to advisor-guided investment plans, the app’s simple gifting feature, UNest Rewards and they can easily set up recurring contributions.
True Link is a diversified financial services firm dedicated to protecting and increasing our customers’ independence and quality of life. True Link provides greater independence and autonomy to people who are at financial risk when engaging with the world.
Truelytics is a B-to-B Enterprise SAAS startup, pioneering the Advisor Transition Management platform. Truelytics is the first end-to-end data- driven platform to help wealth management enterprises recruit, grow, and retain businesses while reducing time and costs related to transitions.
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