Ndex Systems U.S. today announced the launch of a major enhancement in its ability to generate consolidated reports for portfolios that include indexed annuities and insurance accounts. Now financial advisors can generate consolidated reports to include both market-based investment accounts as well as detailed information on annuity and insurance contracts.
For the first time, consolidated account reports can include all current values as well as lifetime income benefits, death benefits and other important account information
(BOSTON, Mass.) — NEWS: Ndex Systems today announced the launch of a major enhancement in its ability to generate consolidated reports for portfolios that include indexed annuities and insurance accounts. Now financial advisors can generate consolidated reports to include both market-based investment accounts as well as detailed information on annuity and insurance contracts.
The system supports reporting, from a single portal, on all data including lifetime income benefits, death benefits, riders and other values unique to annuity and insurance contracts.
“Now reports to clients with both investments as well as annuities and insurance will be easy to produce and deliver a more complete financial picture,” said John Larson, Principal at Ndex Systems U.S.
To learn more visit:
https://www.ndexsystemsusa.com/ndex-video and
https://www.ndexsystemsusa.com/annuity-and-insurance-reporting
About Ndex Systems U.S.:
Ndex Systems U.S. has partnered with Ndex Systems, Canada to deliver a very comprehensive and cost-effective portfolio management system. Ndex Systems was founded in 1999 and services over 11,000 advisors and $130B in AUM throughout the U.S. and Canada. The Ndex Systems platform consolidates data from and supports over 136 direct custody feeds and 4600 financial institutions. Learn more: https://www.ndexsystemsusa.com/.
VIDEO (YouTube):
https://youtu.be/rGzk0pYCT6E
Related link: https://www.ndexsystemsusa.com/
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