RightBRIDGE is a needs-based sales intelligence solution driven by a powerful suggestion engine that identifies all relevant opportunities for clients in a financial professional's book of business. RightBRIDGE sifts through the entire prospect and client base and identifies the most compelling opportunities and more importantly presents them with detailed reason text™ explaining why each suggestion is relevant.

The RightBRIDGE Widget presents suggestions in a simple and straightforward way, right at the point of client contact which is the key to cross selling success. The RightBRIDGE Widget can be embedded in a portal, CRM or workstation. The widget gives financial professionals easy access to their best sales opportunities.

Three Widgets are available:

• Dashboard Widget
• Opportunities of the Day Widget
• Client Tab Widget

• Demo of RightBRIDGE Widget
• The RightBRIDGE Widget

The RightBRIDGE Annuity Wizard uses the same business analytics engine to determine the relevance of specific annuities for a clients needs and objectives

RightBRIDGE Annuity Wizard Summary

• Demo of RightBRIDGE® Annuity Wizard
• Edward Jones has launched the RightBRIDGE® Annuity Wizard
• Raymond James Annuity Wizard Press Release
• Investment News Article on RightBridge Annuity Wizard