We would love to hear from you. Click on the ‘Contact Us’ link to the right and choose your favorite way to reach-out!

wscdsdc

media/speaking contact

Jamie Johnson

business contact

Victoria Peterson

Contact Us

855.ask.wink

Close [x]
pattern

Industry News

Categories

  • Industry Articles (21,890)
  • Industry Conferences (2)
  • Industry Job Openings (36)
  • Moore on the Market (472)
  • Negative Media (144)
  • Positive Media (73)
  • Sheryl's Articles (823)
  • Wink's Articles (371)
  • Wink's Inside Story (280)
  • Wink's Press Releases (127)
  • Blog Archives

  • October 2024
  • September 2024
  • August 2024
  • July 2024
  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • October 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
  • July 2011
  • June 2011
  • May 2011
  • April 2011
  • March 2011
  • February 2011
  • January 2011
  • December 2010
  • November 2010
  • October 2010
  • September 2010
  • August 2010
  • July 2010
  • June 2010
  • May 2010
  • April 2010
  • March 2010
  • February 2010
  • January 2010
  • December 2009
  • November 2009
  • October 2009
  • August 2009
  • June 2009
  • May 2009
  • April 2009
  • March 2009
  • November 2008
  • September 2008
  • May 2008
  • February 2008
  • August 2006
  • iPipeline and FIDx Expanding and Strengthening Relationship to Deliver Holistic Annuity Platform

    October 1, 2024 by iPipeline

    EXTON & BERWYN, Pa.–(BUSINESS WIRE)–iPipeline®, a leading provider of digital solutions for the life insurance and wealth management industries, and Fiduciary Exchange LLC (FIDx), a leading insurance technology provider, today announced an expansion of their relationship to offer wealth management firms and their advisors a more complete experience to help them research, open, and manage their annuity business through a digitized solution.

    This announcement deepens the long-standing relationship between iPipeline and FIDx, further integrating iPipeline’s AFFIRM® for Annuities order entry solution with FIDx’s financial management platform, Insurance Exchange. The collaboration drives forward a unified experience that enhances operational efficiency and simplicity for all users.

    While FIDx’s Insurance Exchange is platform agnostic, FIDx chose to expand its connection with iPipeline based on its use of ACORD and DTCC industry standards, which simplifies the integration with FIDx’s leading annuity order entry and tracking technology.

    “We are equipping advisors with streamlined ways to access income, protection, and retirement solutions for their clients through their platform of choice. Deepening our relationship with iPipeline is a natural fit in our pursuit to make this a reality,” said Rich Romano, Chief Executive Officer at FIDx. “The industry continues to demand holistic integration platforms which incorporate annuity processing. We continue to see financial institutions and advisors hitting the reset button on their legacy annuity technology stack to realize efficiencies at scale.”

    Pat O’Donnell, Chief Executive Officer at iPipeline commented: “We are thrilled to strengthen our relationship with FIDx. Together, we will continue to simplify the annuity management process by bringing together our solutions which will advance digital transformation across the entire industry. Demand for annuities continues to grow, with advisors continuing to look for a streamlined process that enables them to meet current market needs and prepare for long-term growth.

    Our expanded relationship will enable firms to use two leading insurance technology companies and their consultative guidance. FIDx continues to grow deep connections to leading wealth platforms, and this expansive relationship demonstrates our shared commitment to building a truly connected insurance and wealth management ecosystem.”

    Key highlights of the FIDx and iPipeline relationship include:

    • iPipeline’s AFFIRM for Annuities solution, which brings its order entry, book of business, and in-force transactions capabilities to the process.
    • OneView™, iPipeline’s forthcoming breakthrough solution, will empower advisors with a unified and real-time view of their carriers’ order statuses.
    • FIDx’s Insurance Exchange, which provides a complete suite of services and access to other platforms including planning tools, product research, education access, real-time licensing and appointment checks, product selection, illustrations, order entry integration, and post-issuance reporting and analytics.

    Together, this collaboration will work to streamline the advisor’s workflow for annuity ordering and management.

    —— END—–

    About iPipeline

    iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. iPipeline couples one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows—from quote to commission—with seamless integration. The company’s vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.

    Since its establishment in 1995, iPipeline has helped protect more than 51 million people, and today is trusted around the world by more than 100 insurance carriers, and providers, and more than 2,500 broker-dealers, financial institutions, Brokerage General Agencies (BGAs), Independent Marketing Organizations (IMOs), and Managing General Agents (MGAs). Connected to more than 500,000 agents and advisers/advisors, the company collected nearly $77 billion in global life insurance premiums and annuities in 2023. iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500® and Fortune 1000® indices.

    For more information, please visit https://ipipeline.com/.

    About FIDx

    Fiduciary Exchange LLC (FIDx) is an insurance technology platform that integrates the brokerage, insurance and advisory ecosystems for annuities and insurance tools and access to solutions from the industry’s leading carriers. FIDx technology is integrated within the same wealth management platforms advisor firms already use every day to better enable advisors to deliver comprehensive advice and help clients reach their goals.

    To learn more, please visit https://fidx.io/

    Contacts

    Ivy Gitarts
    Aspectus Group
    ivy.gitarts@aspectusgroup.com

    Originally Posted at Business Wire on September 25, 2024 by iPipeline.

    Categories: Industry Articles
    currency