About AnnuityCheck: Technology has revolutionized many aspects of business, perhaps none more so than the financial industry which has gained incredible efficiencies. The new software reduces workloads, increases productivity, and improves accuracy and access to millions of data points.
AnnuityCheck brings those advantages to the cloud, enabling Advisors to benefit from transformative technology and innovation.
AnnuityCheck recently launched Annuity Snapshot, giving our customers access to best-in-class class data on any annuity contract in less than 30-seconds. AnnuityCheck customers taking advantage of this new process will be able to automatically calculate the gross rate of return, fee percentage, fee dollar amount, show fees as a percentage of growth, and provide the net return after all expenses and withdrawals. Also, lost opportunity costs as a result of the fees can be calculated. This lets Agents and Advisors focus on more strategic goals such as helping clients analyze results and make more informed financial decisions.
Our integration also enables our customers to eliminate many tedious, manual processes. Without this kind of capability, many Advisors are forced to enter performance related data into Excel, manually manipulate it, and spend hours trying to get the final results. Our software eliminates this process and the inherent opportunities for errors that manual manipulation brings.
AnnuityCheck strives to provide finance professionals with comprehensive tools to provide crucial calculation processes for prospects and clients in real time. Our new Annuity Snapshot makes it easier than ever to generate real-time results using easily available statement information, creating a whole that’s greater than the sum of the parts.