iPipeline and FIDx Expanding and Strengthening Relationship to Deliver Holistic Annuity Platform
iPipeline’s AFFIRM® for Annuities expands relationship with FIDx Insurance Exchange to provide firms with streamlined solution for financial advisors’ annuity needs
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This announcement deepens the long-standing relationship between iPipeline and FIDx, further integrating iPipeline’s AFFIRM® for Annuities order entry solution with FIDx’s financial management platform, Insurance Exchange. The collaboration drives forward a unified experience that enhances operational efficiency and simplicity for all users.
While FIDx’s Insurance Exchange is platform agnostic, FIDx chose to expand its connection with iPipeline based on its use of ACORD and DTCC industry standards, which simplifies the integration with FIDx’s leading annuity order entry and tracking technology.
“We are equipping advisors with streamlined ways to access income, protection, and retirement solutions for their clients through their platform of choice. Deepening our relationship with iPipeline is a natural fit in our pursuit to make this a reality,” said
Pat O’Donnell, Chief Executive Officer at iPipeline commented: “We are thrilled to strengthen our relationship with FIDx. Together, we will continue to simplify the annuity management process by bringing together our solutions which will advance digital transformation across the entire industry. Demand for annuities continues to grow, with advisors continuing to look for a streamlined process that enables them to meet current market needs and prepare for long-term growth.
Our expanded relationship will enable firms to use two leading insurance technology companies and their consultative guidance. FIDx continues to grow deep connections to leading wealth platforms, and this expansive relationship demonstrates our shared commitment to building a truly connected insurance and wealth management ecosystem.”
Key highlights of the FIDx and iPipeline relationship include:
- iPipeline’s AFFIRM for Annuities solution, which brings its order entry, book of business, and in-force transactions capabilities to the process.
- OneView™, iPipeline’s forthcoming breakthrough solution, will empower advisors with a unified and real-time view of their carriers’ order statuses.
- FIDx’s Insurance Exchange, which provides a complete suite of services and access to other platforms including planning tools, product research, education access, real-time licensing and appointment checks, product selection, illustrations, order entry integration, and post-issuance reporting and analytics.
Together, this collaboration will work to streamline the advisor’s workflow for annuity ordering and management.
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About iPipeline
iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in
Since its establishment in 1995, iPipeline has helped protect more than 51 million people, and today is trusted around the world by more than 100 insurance carriers, and providers, and more than 2,500 broker-dealers, financial institutions, Brokerage General Agencies (BGAs), Independent Marketing Organizations (IMOs), and Managing General Agents (MGAs). Connected to more than 500,000 agents and advisers/advisors, the company collected nearly
For more information, please visit https://ipipeline.com/.
About FIDx
To learn more, please visit https://fidx.io/
View source version on businesswire.com: https://www.businesswire.com/news/home/20240925235248/en/
ivy.gitarts@aspectusgroup.com
Source: iPipeline
