Advisor platform
Tools built for how you work.
Purpose-built technology for fiduciary advisors. Compare products, analyze exchanges, model fee structures, and generate client-ready reports — all in one platform.
Tools
Your annuity toolkit.
Each tool solves a specific problem fiduciary advisors face with annuity distribution. No bloat.
Product Catalog
Compare fee-based annuity products side-by-side. Evaluate riders, surrender schedules, and costs across carriers in one view.
- Multi-carrier comparison
- Fee breakdown analysis
- Rider evaluation
- PDF export
Fee vs Commission Analyzer
Visualize the true cost difference between fee-based and commission-based annuities. Build the case for transitioning clients to fee-based products.
- Cost projection modeling
- Visual comparison charts
- Client-ready output
- Scenario analysis
Surrender Exchange Tool
Analyze surrender costs, compare replacement options, and ensure 1035 exchanges are in your client's best interest with detailed modeling.
- Surrender cost analysis
- Replacement comparison
- 1035 exchange modeling
- Suitability documentation
Client-Ready Reports
Compliant, branded report templates you can customize for your practice. Generate polished presentations in minutes.
- Custom branding
- Compliance-ready format
- Interactive digital reports
- Performance tracking
Why our platform
Built different, on purpose.
Legacy IMO tools were built for commission-based workflows. Ours were built from scratch for fiduciary advisors.
Modern interface
Clean design that makes complex calculations simple. If you can use a modern web app, you can use the platform.
Real-time product data
Always up-to-date product info, carrier rates, and market data. No stale spreadsheets or outdated PDFs.
Client-ready output in seconds
Generate professional comparison reports, fee analyses, and exchange proposals. Your brand, our infrastructure.
Compliance baked in
Every tool produces audit-ready documentation. Suitability rationale, fee disclosures, and risk docs generated automatically.
CRM integration
Seamless connection with Wealthbox and other platforms. Sync client data and eliminate double-entry.
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