What WealthBookTM does?

WealthBookTM

  • Increases VISIBILITY
  • Simplifies MONITORING
  • More ANALYTICS
  • Scalable Asset MANAGEMENT
  • Bring CLIENTS CLOSER

More
Visibility

Your OneView dashboard to see all of your Annuities at a glance

Easier
Monitoring

Re-Thinking the compliance process

Scalable
Asset
Management

The OneView management dashboard to efficiently manage sub-accounts

More
Analytics

Use data to identify
opportunities

Bring
Clients
Closer