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Technology
Partners
EbixExchange is renowned for its deep systems integration and
transaction/utility support within a wide range of financial
services environments. Here are some of the key technology partner
organizations that are a part of our systems experience; click
on their logo to visit their Web site:
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ADP Brokerage
Services is a leading provider of transaction processing
systems, desktop productivity applications, and investor
communication services to the financial services industry
worldwide. We provide a total straight through processing
solution for a diverse client base including full-service
retail, institutional, and discount brokerage firms, global
banks, correspondent clearing firms, investment companies
and institutional investors. |
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Beacon Research is recognized
for its institutional-quality fixed annuity information.
Its AnnuityNexus database is uniquely accurate, comprehensive
and timely, featuring 100% carrier-approved product profiles.
Beacon licenses data and software for point-of-sale applications.
Carriers and distributors subscribe to its web-based systems
to monitor the market and support reps. Beacon is also the
only ongoing source for fixed annuity sales at the product
level and fixed annuity rate benchmarks. |
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Communication Intelligence
Corporation (“CIC”) is a leading supplier of
electronic signature solutions for business process automation
in the Financial Industry and the recognized leader in biometric
signature verification. CIC’s products enable companies
to achieve truly paperless work flow in their eBusiness
processes by enabling them with “The Power to Sign
Online®” with multiple signature technologies
across virtually all applications. Industry leaders such
as AIG, Charles Schwab, Prudential, Nationwide (UK), Snap-on
Credit and Wells Fargo chose CIC’s products to meet
their needs. CIC sells directly to enterprises and through
system integrators, channel partners and OEMs. CIC is headquartered
in Redwood Shores, California and has a joint venture, CICC,
in Nanjing, China. |
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The Depository Trust
& Clearing Corporation (DTCC) through its subsidiaries,
provides clearance, settlement and information services
for equities, corporate and municipal bonds, government
and mortgage-backed securities and over-the-counter credit
derivatives. In addition, DTCC is a leading processor of
mutual funds and insurance transactions, linking funds and
carriers with their distribution networks. |
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E-Z Data has been providing
innovative software solutions to the insurance industry
since 1986. Its web-based SmartOffice® solution helps
agencies and agents save time, reduce paperwork, and deliver
excellent client service. SmartOffice requires no software
installation and gives you immediate access to the information
you need — anytime, anywhere — 24/7. |
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Investigo is a web-based
core practice management tool for financial advisors. Investigo
provides data consolidation and reporting that helps broker/dealers,
reps and RIAs, compliance managers and OSJs manage their
work. Our Practice Management System provides an integrated
portal for asset tracking, client management and regulatory
compliance. |
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Technology provider for
the financial services market of end-to-end solutions for
contact management, electronic form/account processing,
workflow and commissions. Solving front, middle and back
office challenges efficiently. |
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Morningstar, Inc. is a
leading provider of independent investment research. The
company offers an extensive line of Internet, software,
and print-based products and services for individuals, financial
advisors, and institutions. Morningstar provides data on
more than 145,000 investment offerings, including stocks,
mutual funds, and similar vehicles. |
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Vallue Consulting focuses
on XML support for the insurance industry. Vallue's founder
and current president, Tana Sabatino, formerly headed-up
ACORD's standards efforts and was instrumental in much of
the success ACORD has had in meeting the challenges of a
continuously-changing industry. Ms. Sabatino remains actively
engaged in the standardization initiatives currently conducted
by ACORD and NAVA. The exceptional perspective provided
by this knowledgable resource — recognized in the
industry as a leading authority on ACORD standards —
will prove indispensable for anyone implementing ACORD standards. |
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VERTEX provides the insurance
and financial services industry with progressive technology
solutions that take our clients to the next level. We strive
to transcend our clients’ business challenges through
experience, leadership, dedication and focus. |
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Signix enables existing
customers and known users to complete trusted signature
transactions on-line. Our solution verifies and authenticates
the legal identity of prospects interacting with your website
or on-line forms and provides the means to obtain legal
digital signatures on required documents. We help you eliminate
the need to print and mail paper versions of the forms that
require a wet signature. |
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United
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