Insurance Technologies offers innovative sales and regulatory automation solutions. We automate and modernize the entire sales process for advisors, agents and their customers, advancing the way insurance, retirement and investment products are marketed, sold, bought, delivered and managed. From pre-sale functions through e-application, to post-sale services, our suite of integrated sales tools and components make the sales and buying experience intuitive, fast and mobile.
Income Discovery is a value-added planning tool built to help advisors provide better answers to difficult questions from clients either contemplating retirement or currently in retirement. A proven white label tech platform for retirement decumulation to deliver a Full & Rich Retirement to millions.
Icon Retirement savings built for the 21st century. It’s the first portable, universally accessible, workplace savings plan. Built for the modern workforce, our proprietary technology delivers simple, fast, radically less expensive alternative to 401k plans.
Harness Wealth is a platform that connects clients to vetted financial advisory firms that provide a wide range of tailored financial services.
Guideline is an all-inclusive 401(k) and full-stack solution that automates plan administration and compliance to growing businesses.
Go2Income helps retirees or near-retirees secure their retirement with more dependable, spendable income.
Halo Investing is the first multi-issuer technology platform for protective investment solutions. Halo has created a two-sided marketplace connecting advisors and investors to protective investment products offered by leading global financial institutions.
Grandhood aims to make every pension investment more transparent and accessible. They are a Denmark-based startup working on an alternative pension fund.
GetRetire is a free service to help you monitor your retirement savings, and saves you hundreds of thousands of dollars while they’re at it.
Gerry is a concierge service provider, helping families find the right assisted living homes for elders. The company provides its services related to assisted home living, financial planning, memory care facilities, family support, and communication, providing families with personalized recommendations and advice to find a suitable facility for their loved ones.
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