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- Life & Annuities
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  - Carriers
    Click for more information
    - Generate Instant Quotes & Illustrations
      
      Illustrations | iPipeline Illustrations & WELiS®
      Quotes | LifePipe
      Quotes | iSolve®
    - Automate & Streamline Applications
      
      e-App | iGO®
      Order Entry | AFFIRM® for Annuities
    - Accelerate Case Management & Underwriting
      
      Underwriting & Case Management | Resonant®
      Field Underwriting | XRAE®
    - Deliver Policies, Contracts & Documents
      
      e-Delivery | DocFast®
    - Streamline Workflow for Agents & Advisors
      
      Order Entry | AFFIRM® for Annuities
      Track Carrier Status | OneView™
    - Leverage Data Analytics
      
      Case Analytics | InsureSight®
    - e-Sign Documents Securely
      
      e-Signature | AlphaTrust® e-Sign
  - BGAs
    Click for more information
    - Generate Instant Quotes & Illustrations
      
      Quoting | LifePipe
      Quotes | iSolve®
    - Accelerate Case Management & Underwriting
      
      Field Underwriting | XRAE®
    - Automate & Streamline Applications
      
      e-App | iGO®
    - Streamline Workflow for Agents & Advisors
      
      Agency Relationship Management | Agency Integrator
    - Monitor, Notify, & Fix Annuity Order Seamlessly
      
      Track Carrier Status | OneView™
    - Deliver Policies, Contracts & Documents
      
      e-Delivery | DocFast®
    - Leverage Data Analytics
      
      Case Analytics | InsureSight®
  - Financial Institutions
    Click for more information
    - Streamline Order Entry
      
      Order Entry | AFFIRM® for Annuities
      Order Entry | AFFIRM® for Life
    - Deliver Policies, Contracts & Documents
      
      e-Delivery | DocFast®
    - Optimize Workflow for Financial Institutions
      
      Order Entry | AFFIRM® for Annuities
      Order Entry | AFFIRM® for Life
      Track Carrier Status | OneView™
      Client Onboarding | IFS Onboarding
      Transitions | IFS Transitions
    - Leverage Data Analytics
      
      Case Analytics | InsureSight®
- Wealth Management
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  - Broker-Dealers
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    - Brokerage (Securities)
      
      Onboarding | IFS Onboarding
      Transitions | IFS Transitions
    - Advisory (Securities)
      
      Onboarding | IFS Onboarding
      Transitions | IFS Transitions
    - Direct to Fund Companies (Securities)
      
      Financial Forms | Laser App
      e-Signature | AlphaTrust® e-Sign
    - Annuities (Insurance)
      
      Order Entry & Suitability | AFFIRM® for Annuities
      e-Delivery | DocFast®
    - Life (Insurance)
      
      Order Entry | iGO®
      Suitability | AFFIRM® for Life
      Agency Relationship Management | Agency Integrator
  - RIAs
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    - Financial Forms | Laser App
  - Fund Companies
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