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Single platform for life insurance, segregated and mutual fund data

Streamlined order entry for annuities

Wizard-based collaborative selling tool

Flexible e-Sign & document process automation

Fast & secure e-Delivery

Intelligent, fillable form & data gathering e-App

Fully integrated illustrations generator

Leverage data analytics & AI

Financial forms made easy & accessible

Streamline new business & underwriting

Canada’s leading distributor back office software

Integrated front to back office mutual funds solution

Field underwriting tool

Digitally transform your business