iPipeline and FIDx Expanding and Strengthening Relationship to Deliver Holistic Annuity Platform
iPipeline and Fiduciary Exchange (FIDx) have announced an expansion of their relationship to offer wealth management firms and advisors a more comprehensive experience for managing annuity business through a digitized solution. This collaboration integrates iPipeline's AFFIRM® for Annuities order entry solution with FIDx's Insurance Exchange platform, aiming to enhance operational efficiency and simplify user experience.
Key highlights of the partnership include:
- iPipeline's AFFIRM for Annuities solution for order entry and book of business management
- OneView™, iPipeline's upcoming solution for real-time carrier order status viewing
- FIDx's Insurance Exchange, offering a suite of services including planning tools, product research, and post-issuance reporting
The expanded relationship aims to streamline the advisor's workflow for annuity ordering and management, addressing the growing demand for annuities and simplified processes in the industry.
iPipeline e Fiduciary Exchange (FIDx) hanno annunciato un'espansione della loro collaborazione per offrire alle società di gestione patrimoniale e ai consulenti un'esperienza più completa nella gestione degli affari legati alle rendite attraverso una soluzione digitalizzata. Questa collaborazione integra la soluzione per l'inserimento degli ordini AFFIRM® for Annuities di iPipeline con la piattaforma Insurance Exchange di FIDx, con l'obiettivo di migliorare l'efficienza operativa e semplificare l'esperienza per l'utente.
Punti salienti della partnership includono:
- La soluzione AFFIRM per le rendite di iPipeline per l'inserimento ordini e la gestione del portafoglio clienti
- OneView™, la prossima soluzione di iPipeline per visualizzare in tempo reale lo stato degli ordini dai fornitori
- La Insurance Exchange di FIDx, che offre una suite di servizi tra cui strumenti di pianificazione, ricerca di prodotti e reporting post-emissione
La relazione ampliata mira a semplificare il flusso di lavoro del consulente per l'ordinazione e la gestione delle rendite, affrontando la crescente domanda di rendite e processi semplificati nel settore.
iPipeline y Fiduciary Exchange (FIDx) han anunciado una expansión de su relación para ofrecer a las empresas y asesores de gestión wealth una experiencia más completa para gestionar negocios de anualidades a través de una solución digitalizada. Esta colaboración integra la solución de entrada de pedidos AFFIRM® for Annuities de iPipeline con la plataforma Insurance Exchange de FIDx, con el objetivo de mejorar la eficiencia operativa y simplificar la experiencia del usuario.
Los aspectos más destacados de la asociación incluyen:
- La solución AFFIRM para Anualidades de iPipeline para ingreso de pedidos y gestión de cartera de negocios
- OneView™, la próxima solución de iPipeline para visualizar en tiempo real el estado de los pedidos de los proveedores
- La Insurance Exchange de FIDx, que ofrece un conjunto de servicios que incluyen herramientas de planificación, investigación de productos e informes posteriores a la emisión
La relación ampliada tiene como objetivo optimizar el flujo de trabajo del asesor para la ordenación y gestión de anualidades, abordando la creciente demanda de anualidades y procesos simplificados en la industria.
iPipeline과 Fiduciary Exchange (FIDx)는 부의 관리 회사와 자문가들에게 연금 비즈니스를 관리하기 위한 보다 포괄적인 경험을 제공하기 위해 관계 확장을 발표했습니다. 이 협업은 iPipeline의 AFFIRM® for Annuities 주문 입력 솔루션과 FIDx의 Insurance Exchange 플랫폼을 통합해 운영 효율성을 높이고 사용자 경험을 간소화하는 것을 목표로 합니다.
파트너십의 주요 하이라이트는 다음과 같습니다:
- 주문 입력 및 비즈니스 관리에 대한 iPipeline의 AFFIRM for Annuities 솔루션
- 실시간 운송업체 주문 상태 확인을 위한 iPipeline의 차세대 솔루션 OneView™
- FIDx의 Insurance Exchange, 계획 도구, 제품 연구 및 발행 후 보고서를 포함한 서비스 모음 제공
확대된 관계는 연금 주문 및 관리를 위한 자문가의 워크플로를 간소화하는 것을 목표로 하며, 산업에서 연금에 대한 수요 증가와 간소화된 프로세스에 대응하고자 합니다.
iPipeline et Fiduciary Exchange (FIDx) ont annoncé une extension de leur collaboration pour offrir aux entreprises de gestion de patrimoine et aux conseillers une expérience plus complète pour la gestion des affaires d'annuités à travers une solution numérisée. Cette collaboration intègre la solution de saisie des commandes AFFIRM® for Annuities d'iPipeline avec la plateforme Insurance Exchange de FIDx, visant à améliorer l'efficacité opérationnelle et à simplifier l'expérience utilisateur.
Les éléments clés du partenariat incluent :
- La solution AFFIRM pour les annuités d'iPipeline pour la saisie des commandes et la gestion du portefeuille d'affaires
- OneView™, la prochaine solution d'iPipeline pour visualiser en temps réel le statut des commandes des transporteurs
- L'Insurance Exchange de FIDx, offrant un ensemble de services incluant outils de planification, recherche de produits et rapports post-émission
La relation élargie vise à rationaliser le flux de travail des conseillers pour la commande et la gestion des annuités, répondant à la demande croissante d'annuités et à la demande de processus simplifiés dans l'industrie.
iPipeline und Fiduciary Exchange (FIDx) haben eine Erweiterung ihrer Zusammenarbeit angekündigt, um Vermögensverwaltungsunternehmen und Beratern eine umfassendere Erfahrung bei der Verwaltung von Rentengeschäften über eine digitale Lösung zu bieten. Diese Zusammenarbeit integriert die Bestelllösung AFFIRM® for Annuities von iPipeline mit der Plattform Insurance Exchange von FIDx, mit dem Ziel, die Betriebseffizienz zu steigern und die Benutzererfahrung zu vereinfachen.
Die wichtigsten Punkte der Partnerschaft umfassen:
- iPipeline's AFFIRM for Annuities Lösung für die Eingabe von Bestellungen und das Management des Kundenportfolios
- OneView™, iPipeline's kommende Lösung zur Anzeige des aktuellen Status von Bestellungen in Echtzeit
- FIDx's Insurance Exchange, die eine Suite von Dienstleistungen anbietet, darunter Planungstools, Produktforschung und Nachberichterstattung
Die erweiterte Beziehung zielt darauf ab, den Workflow des Beraters bei der Bestellung und Verwaltung von Renten zu optimieren und auf die wachsende Nachfrage nach Renten und vereinfachten Prozessen in der Branche zu reagieren.
- Expansion of partnership between iPipeline and FIDx to offer a more comprehensive annuity management solution
- Integration of iPipeline's AFFIRM® for Annuities with FIDx's Insurance Exchange platform
- Introduction of OneView™ by iPipeline for real-time carrier order status viewing
- Potential for increased operational efficiency and simplified user experience for advisors
- None.
iPipeline’s AFFIRM® for Annuities expands relationship with FIDx Insurance Exchange to provide firms with streamlined solution for financial advisors’ annuity needs
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(Graphic: Business Wire)
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.
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About iPipeline
iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in
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
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/
View source version on businesswire.com: https://www.businesswire.com/news/home/20240925235248/en/
Ivy Gitarts
Aspectus Group
ivy.gitarts@aspectusgroup.com
Source: iPipeline
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