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RightBridge Provides Product Validation Tools for state and federal regulations including New York State Reg. 187 SEC Reg BI solutions coming soon.

 

SOLUTIONS We Provide

The RightBRIDGE Client Profiler® is a needs-based AI engine that identifies all relevant client needs and opportunities.

  • The Client Profiler uses a Smart Questionnaire to develop financial priorities and a client profile

  • Scores each planning topic

  • Uses ReasonText™ to explain results

  • Provides automated annual reviews

RightBRIDGE Client Profiler can also be used to find all relevant needs-based product opportunities for clients in a financial professional’s book of business and delivers top opportunities to financial advisors.

The RightBRIDGE Product Profiler® uses a scoring methodology to help determine which mix of investment vehicles or products is best suited for an individual client. These suggestions are combined with ReasonText™ that explain why a product type fits a client’s needs.

  • Maps financial needs and preferences to product types

  • Scores each product category for “fit”

  • ReasonText™ is used to explain each product category fit

Note: The Product Profiler is currently being enhanced to assist advisors in validating products and account types under SEC Reg BI.

CapitalROCK uses the RightBRIDGE business intelligence engine to determine the suitability of proposed products and accounts. The RightBRIDGE engine is configure to validate that a product/ account type meets the best interest requirements of state or federal regulations. The RightBRIDGE Product Validation capability is currently being enhanced to assist advisors with SEC Reg BI.

New York Reg. 187

The RightBRIDGE Annuity and Life Insurance Validation Tool uses an AI engine to determine the suitability of a proposed or in-force policies in the state of New York. The solution supports new sales, replacements or changes to an existing policy.

  • Collects Reg 187 data elements

  • Provides validation scoring for proposed product

  • Summarizes results in validation report

Product Wizards

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Product Wizards help advisors determine the specific products on their product shelf are best suited to meet their client’s needs, objectives and preferences. The following Product Wizard are available:

Annuity Wizard

Investment Wizard

Life Insurance Wizard

 

Request a demo?

 
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To request a product demo or receive more information on one of our solutions please provide us the information below. 

CapitalRock, LLC
1592 South 500 West
Suite 201
Bountiful, Utah 84010
(804) 495-3644
http://www.capitalrock.com/ 

 

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