The Product Profiler helps firms systematize their policies and procedures for account type justification and rollover analysis.
The Product Profiler uses a smart questionnaire to capture critical case data and customer preferences. This data is then mapped to the rollover or account type recommendation and compared to the firm’s specific best interest requirements. The results of the best interest analysis are then described with ReasonText.
The Product Profiler provides a simple process that follows regulatory guidance concerning plan fees. The RightBRIDGE Plan Database makes it easy to find the ERISA plan you are looking for and automatically displays plan fees and features.
The Product Profiler can streamline multiple disparate processes and simplify what is required of a financial professional to stay in-bounds of their firm’s best interest requirements.
Allows validation of funding sources and account type destination.
Find the plan data you need in moments.
RightBRIDGE Reports document the process of fact finding, the recommendation and associated fees as well as the rationale for the recommendation.
Is the customers future more secure with guaranteed income? The Product Profiler provides an analysis that can help.
The Product Profiler uses a smart questionnaire that ensures that only relevant and critical questions are collected.
RightBRIDGE Documents each Account Type Alternative for Comparison.
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