Created operational efficiencies and streamlined workflows to allow for comprehensive annuity reviews now that they were fiduciaries under the new RIA.
Correct Capital Wealth Management was created in 2018 after its founders broke away from a wirehouse. As a newly independent RIA, Correct Capital needed a comprehensive technology stack to manage their client's complete wealth picture, including insurance and annuities. They were looking for a solution that would enable them to fulfill their fiduciary responsibilities of reviewing the more than 100 annuities their clients had within their portfolios. Their goal was to serve their clients as true consultants in a holistic, meaningful, and effective way.