WebMar 14, 2024 · Rightbridge Private Capital Review. Written by investor.com. March 14, 2024. Rightbridge Private Capital, registered in 2024, serves 1 state (s) with a licensed staff of 2 advisors. Rightbridge Private Capital manages $40.0 million and provides investment advisory services for 93 clients (1:47 advisor/client ratio). WebThe Annuity Validation Track uses the RightBRIDGE AI engine to determine the suitability or best interest status of proposed annuity sales and exchanges. Annuity validation is a way of running proposed annuity sales through a pre-sale compliance review. Compliance rules in the Annuity Wizard are configured for the licensing firm and case data ...
FireLight Integrates with RightBRIDGE Annuity Wizard
WebJun 27, 2024 · RADNOR, Pa., June 27, 2024 /PRNewswire/ -- eMoney Advisor (eMoney) today announced plans to extend its capabilities through the release of a new feature powered by CapitalROCK's RightBRIDGE ... WebApr 26, 2024 · SALT LAKE CITY, Feb. 07, 2024 (GLOBE NEWSWIRE) -- Since its launch in 2011, the RightBRIDGE Annuity Wizard has been a leader in assisting annuity product manufacturers and distributors to help ... fort mcmurray home care
RightBRIDGE Annuity Wizard - The Wealth Mosaic
WebJun 9, 2014 · The RightBRIDGE Annuity Wizard assists financial professionals in identifying suitable annuity products for the client considering features, options, costs and benefits. The RightBRIDGE Annuity ... WebMar 23, 2024 · The RightBRIDGE Validation API can be used in support of the following regulations, rules or standards: •Reg BI compliance including Reasonably Available Alternatives (RAA) •Product Type and ... WebDec 11, 2024 · The RightBRIDGE Annuity Wizard has been licensed for use for by over 50,000 advisors and supports annuity selection and validation for the following annuity types: Variable, Indexed, structured ... fort mcmurray heritage village