Albridge® Solutions provides the essential components for wealth management platforms to enable the delivery of an accurate, single view of all of an investor’s assets. Albridge’s wealth management technology consolidates and reconciles client account information from hundreds of data sources that represent banking, brokerage, insurance, retirement, managed accounts and more. More than 150 financial institutions and 100,000 financial advisors rely on Albridge to provide holistic financial planning and asset reporting to millions of investors.

Relationship: RightBridge® cross-selling engine integrates with Albridge® client data to generate cross selling suggestions.

Blue Frog Solutions is a leading provider of Life and Annuity Straight-Through Processing solutions to the financial services space. Blue Frog provides services for over 70% of the Life & Annuity Insurers and serves several of the largest distributors of annuity products in the U.S. RightBridge integrates with Blue Frog’s widely used Affirm for Annuities platform to streamline the purchase of an annuity based on a RightBridge recommendation. For more information about Blue Frog Solutions, go to www.bluefrogsolutions.com

Relationship: RightBridge® is integrated with Affirm for Annuities.

Leading financial services organizations and top financial advisors worldwide rely on E-Z Data’s practice management, agency management, and CRM solutions to systematize proactive, hi-touch communication with clients, increase sales, and reduce operational costs. E-Z Data solutions are used by more than a quarter million financial services professionals and industry-leading firms including HSBC, M Financial, MetLife, National Financial Partners, ProEquities, Prudential, Royal Alliance, and Securian. E-Z Data’s SmartOffice® Premier Edition for Financial Advisors is a comprehensive, web-based solution that delivers industry-specific practice management tools, investment data downloads, and integration with other applications to help growing firms manage multiple lines of business and service a large number of clients from anywhere, anytime. For more information about E-Z Data’s solutions, go to www.ezdata.com or call 800-777-9188.

Relationship: RightBridge® integrates with SmartOffice® using SmartIntegrator.

National Association of Variable Annuities (NAVA) mission is to promote the growth, acceptance and understanding of annuity and variable life products to retirement-focused Americans; to provide educational and informational resources to our members and the public; to protect consumers by encouraging adherence to the highest ethical standards by insurers, distributors and all other participants in our diverse industry; and to protect and advance the interests of our members. For more information about Nava, go to www.navanet.org

Relationship: RightBridge® is a participating Member of NAVA and its Operations Technology Committee.

Miningham & Oellerich, Inc. (M&O) offers Front and Back Office Solutions for Broker Dealers. Our technology, known as the Serve Me! Suite, is a complete, unified system containing industry-leading functionality, including Point of Sale Tools; Books and Records; Supervision and Compliance; Commissions and Compensation; Finance and Accounting; Reporting and Queries; and Central Infomart. The benefits are reduced costs, better access to accurate information, seamless consolidation of data, and straight-through processing efficiencies. With M&O’s industry-leading team, no firm is better equipped to understand how your organization works, or better suited to ensure a successful, on-time implementation. Consider our 30-year history of excellence, the expertise of our skilled business analysts and technologists, and our proven ability to meet timeline and budget expectations. For more information about M&O, go to www.serveme.com

Relationship: RightBridge® is integrated with M&O Advisor Portal.

With over 55,000 implementations Salesforce.com is the market leader in on-demand customer relationship management (CRM) and platform as a service (PaaS). Salesforce.com offers an Easy-to-use Web-based CRM solution for sales, service, marketing, and call center operations that streamlines customer relationship management and boosts customer satisfaction. Organizations can enjoy unparalleled productivity, revenue growth, and business intelligence with Salesforce CRM. For more information, go to www.salesforce.com

Relationship: RightBridge® fully integrates with SalesForce.