InvestorCOM's holistic annuity solution for assessing exchanges, costs and reasonable alternatives, with native recordkeeping and branded investor proposals.
Why Financial Professionals Prefer PeerCompare Annuities
Compliant Across All Annuities
Documentation and Supervision Built In
Frictionless Recommendations and Exchanges
Be confident that investment recommendations are truly in the client's best interest.
Move from manual forms to digital precision.
Complexity and costs make annuity recommendations difficult to scale. PCA replaces manual, form-based workflows with a ‘proudly simple’ design interface. Whether it’s a 1035 exchange or a new policy, assess critical factors like costs and suitability in minutes, not hours.
Guardrails that protect your firm and your advisors.
Our framework is context-aware. It automatically filters recommendations against your firm’s specific ‘approved product shelf’. This ensures no advisor ever recommends a product the client cannot buy or the advisor cannot sell.
Identify the Best Alternatives.
Determining ‘best interest’ requires a holistic view of value. Our RAA Ranking Engine identifies the best-in-class alternatives by scoring products across four critical pillars: Outcome Scoring, Cost, Liquidity, and Stability. This ensures advisors can defend their recommendations with granular, objective data tailored to the investor’s goals.
Instant, Compliance-Ready Proposals.
Stop worrying about the paper trail. PeerCompare Annuities automatically generates personalized client proposals that document the suitability analysis, the alternatives considered, and the rationale for the recommendation. Complete the transaction with the confidence that Reg BI requirements are met.
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.
