Computer software for wealth management

computer programs in the field of personal finance

Underwriting, issuance and administration of annuities

Underwriting, issuance and administration of annuities

Underwriting, issuance and administration of annuities

Underwriting, issuance and administration of annuities

Providing a limited-access on-line database in the field of finance for use by financial account representatives, accountants, lawyers, and other authorized persons with a fiduciary duty to a common client and from which, to which, and through which such authorized persons can download, upload view and/or annotate documents related to a common client's asset holdings, liabilities, financial positions, monetary and securities accounts, estate plans, insurance policies, tax-related documents, f...