Annuity and Insurance Reporting

Ndex Systems is the first in the industry to offer the ability to generate consolidated reports for investments, annuities, insurance and investments to include lifetime income benefits, death benefits, riders and other values unique to annuity and insurance accounts. 

This major breakthrough will make client reviews more productive and dramatically reduce the time it takes to prepare for review meetings.  In addition account statements can be uploaded to Ndex, further streamlining your effort to service your annuity and insurance clients.

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