Monitoring And Reporting

Gain visibility into policy and product-level data with tools that simplify reporting and improve transparency. DTCC’s monitoring & reporting solutions help carriers and distributors make smarter decisions, meet regulatory compliance requirements, and maintain a clear view of their business.

Our Capabilities

Asset Pricing

Transmits daily unit values for underlying funds within variable annuity and life insurance products from carriers to distributors.

Financial Activity Reporting

Provides daily financial transaction data, giving distributors a comprehensive and accurate view of client accounts.

Positions & Valuations

Sends contract details on a daily, weekly, or monthly basis, offering a current snapshot of your entire book of business.

Commission Schedules

Automates the sharing of commission and compensation schedule details, improving communication, and accuracy across annuity and life insurance products.

Fees & Expenses

Uses efficient, automated processes to support transparency in fee disclosures and regulatory compliance.

Ready to learn more?

We will have a member of our team will reach out to you.