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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