Foundry is Finetre’s special management interface used by home office administrators to externally control and configure various aspects of the AnnuityNet Platform.

Once all the product requirements associated with an annuity or other financial product are posted on the platform by the carriers, Foundry enables broker/dealers to simply and efficiently configure the aspects of suitability collection and other features to suit their particular thresholds and policies. This streamlined process offers broker/dealers control over their operations without costly manual processes.

These final rules and guidelines (or updates to the original ones) become embedded into the suitability questionnaire and order entry wizard that branch managers and/or sales reps access to qualify clients and/or to review sales.

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• Products
• AnnuityNet
  • Foundry For Distributors
  • Foundry For Carriers
• AnnuityGateway
• LifeSpeed