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.
Aplifi is a leading provider of Life and Annuity Straight-Through Processing solutions
to the financial services space. Aplifi 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 Aplifi’s widely used Affirm for Annuities
platform to streamline the purchase of an annuity based on a RightBridge recommendation.
For more information about Aplifi, go to
Relationship: RightBridge® is integrated with Affirm for Annuities.
Leading financial services organizations and top financial advisors worldwide rely
on Ebix's practice management, agency management, and CRM solutions to systematize
proactive, hi-touch communication with clients, increase sales, and reduce operational
costs. Ebix 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.Ebix'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 Ebix's solutions, go to www.ezdata.com or call 800-777-9188.
Relationship: RightBridge® integrates with SmartOffice® using SmartIntegrator.
The Insured Retirement Institute (IRI) has been called the "primary trade association
for annuities" by U.S. News and World Report and “The industry's main trade group”
by National Underwriter. IRI has quickly become the go-to source for the media and
a trusted supplier of high-quality research, neutral FINRA Reviewed materials, discounted
continuing education and much more.
For more information about IRI, go to www.irionline.org
Relationship: CapitalRock is a member of IRI.
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
Relationship: RightBridge® fully integrates with SalesForce.