PeerCompare Annuities™ Simplify annuity recommendations.
Assess exchanges, costs and reasonable alternatives in one holistic workflow, with native recordkeeping and branded investor proposals.
Why financial professionals prefer PeerCompare Annuities
Compliant across all annuities
Fixed Rate, Fixed Indexed, Registered Index-Linked and Variable Annuities, with proposals for Reg BI, NAIC Best Interest, NY Regulation 187 and FINRA 2111 and 2330.
Documentation and supervision built in
Guardrails steer advisors to approved products while disclosures are generated, delivered and tracked into audit-ready records.
Frictionless recommendations and exchanges
Personalized, compliance-ready proposals for new business, rollovers and exchanges, in one streamlined workflow.
Be confident every recommendation is in the client’s best interest.
Eliminate Manual Workflows
Move from manual forms to digital precision
PCA replaces manual, form-based workflows with a ‘proudly simple’ interface.
- 1035 exchanges and new policies in one flow
- Assess costs and suitability in minutes, not hours
Context-Aware Suitability
Guardrails that protect your firm and your advisors
Recommendations are filtered against your firm’s approved product shelf.
- No product the client cannot buy
- No product the advisor cannot sell
Powered by the RAA Engine
Identify the best alternatives
The RAA Ranking Engine scores products across four pillars, so advisors can defend every recommendation with objective data.
- Outcome Scoring
- Cost
- Liquidity
- Stability
Automated Documentation
Instant, compliance-ready proposals
PeerCompare Annuities generates a personalized client proposal for every recommendation.
- The suitability analysis
- The alternatives considered
- The rationale for the recommendation, ready for Reg BI
“PeerCompare is an intuitive tool for our advisor team to assess reasonably available alternatives and document their recommendations. The solution is easy to use and complements the advisor’s workflow.”
Natasa Morfesis
Vice President, Dealer Compliance at Worldsource Wealth Management
“InvestorCOM PeerCompare takes the guesswork out of making compliant product recommendations.”
Risa Gomez
First Vice President of Retirement Plan Services at Davenport & Company LLC
“Meeting Reg BI compliance with a remote workforce of advisors is only possible by using a technology like this. We are impressed by InvestorCOM’s comprehensive solution.”
William Best
COO of Regal Holdings
“InvestorCOM’s compliance platform is well-suited to help broker-dealers meet many facets of their best interest obligations.”
Will Trout
Director Wealth Management, Javelin Strategy
“PeerCompare is great for people that have been in the business for a long time and have favorites that may no longer be ‘best in class’. This tool gives some good ideas on better products.”
Clint G., Financial Professional
Major Broker-Dealer
Top Data Challenge Facing Advisors
Meeting the Care Obligation may require advisors to consider one million data points per day.
The Future of Compliant Investment Recommendations
How can BDs demonstrate they are acting in the best interest of retail clients when making investment recommendations?
Reg BI’s Care Obligation and Reasonable Alternatives
Dealers should pay attention to consideration of Reasonably Available Alternatives when making a recommendation.