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RightBridge Provides New York State Reg. 187 Solutions.

 

What 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

    Product Wizards

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

  • Annuity Wizard

  • Investment Wizard

  • Life Insurance Wizard

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

 

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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