The majority of annuities will be ready for client purchase upon quote, but if not, the platform will allow advisors to send their client an e-mail or text with the requested quote as soon as it is available.
Annuities Genius is a service of Agatha Global Tech LLC, a software company headquartered in Laguna Hills, Calif.
TruClarity Launches Management Solution For Breakaway Advisors
TruClarity Management Solutions, a Tampa, Fla.-based firm offering transition solutions for advisor independence, has launched TruClarity Wealth Advisors, an SEC-registered RIA.
The RIA, a distinct entity from TruClarity Management Solutions, was created for advisors ready to break away from the captive financial services channels without the full overhead and obligations associated with operating a fully independent practice.
After listening to advisors’ concerns about leaping towards autonomy, this RIA was developed to deliver a new, flexible solution, using the support structure of the tuck-in model. The model is unique because it fully accommodates those advisors who may want a gradual transition to full independence.
TruClarity Wealth Advisors’ goal is to make the advisor’s tuck-in experience seamless by taking care of compliance, HR, custodial relationships and other operational components for advisors so they can focus on clients.
TruClarity Wealth Advisors will provide full support on advisors’ journey to independence, as well as post-break, ongoing back office services from TruClarity Management Solutions.