Similar to how today’s leading tax-return software simplifies an otherwise complex process, Finetre’s Web-based technology dramatically improves the ability of the financial services industry to increase sales and reduce compliance risks for complex products such as annuities.
Finetre platform goals:
- Simplify data capture and validation processes at every step;
- Comply with all internal policies and industry regulations;
- Quantify sales and compliance data instantly and accurately;
- Satisfy the purchasers, vendors and regulators of financial products.
Finetre provides its technology and services as an Application Service Provider (ASP). We provide and maintain the platform infrastructure, then host the application in a secure facility and provide connectivity through secure protocols over the Internet. You don’t have to buy, build, install, or maintain anything. Everything is accessible online – anytime, anywhere.
AnnuityNet was the first application of our technology. Annuities can be one of the most complex financial instruments available – and thus our support of annuity transactions is a key reason why our platform has matured to the robust, proven tool that it is today.
The core technology developed for out Web-based platform also supports automated order entry for the sales of life insurance policies via LifeSpeed. Other platform applications in development include the processing of mutual funds, brokerage account openings, long-term care/disability insurance, 529 Plans, and more.
Other product and service features include:
- Integrated Suitability Program – our comprehensive approach to help distributors fine-tune their entire annuity compliance environment
- AnnuityGateway SolutionSM – the AnnuityNet transaction engine made available within the control of the carrier’s own Web distribution channels
- Foundry – Product configuration tool for Distributors
- Foundry – Product configuration tool for Carriers
For more information, please click here to contact us.
