Foundry
is Ebix Exchange’s special management interface used by
home office administrators to externally control and configure
various aspects of the AnnuityNet Platform.
Once all the product requirements associated with an annuity
or other financial product are posted on the platform by the
carriers, Foundry enables broker/dealers to simply and efficiently
configure the aspects of suitability collection and other features
to suit their particular thresholds and policies. This streamlined
process offers broker/dealers control over their operations
without costly manual processes.
These final rules and guidelines (or updates to the original
ones) become embedded into the suitability questionnaire and
order entry wizard that branch managers and/or sales reps access
to qualify clients and/or to review sales.
|
United
States 
