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The Solution Provider Directory lists companies that have provided a value-add solution to one or more of our participants.

Solution providers are an integral part of insurance carrier, distributor, broker/dealer, and DTCC Insurance & Retirement Services (I&RS) straight-through processing initiatives. As a standardized and centralized connection for the industry, I&RS partners with many service bureaus and vendors that provide solutions to facilitate the use of our services.

Within the Solution Provider Directory, you will find a list of companies that support various I&RS services and a link to their website to learn more. While we remain a vendor-neutral organization, we only list Solution Providers that have been verified for providing a value-add solution to one or more of our participants. If you have any questions about the Directory or about becoming a Solution Provider partner, please fill out our Membership & Product Inquiry form or email us at [email protected].

AgentSync

LNA

Website

Albridge Solutions

AAP, FAR, POV

Website

Artisan Software

COM

Website

iPipeline

APP/SUB, IFT, IAT

Website

Broadridge Advisor Solutions

FAR, PRP, POV

Website

Broadridge

COM

Website

C5 Commission and Compliance Software

COM

Website

Docupace

COM and POV

Website

EAI Information Systems

AAP, COM, FAR, LNA, POV

Website

Envestnet

AAP, FAR, POV

Website

HCL Technologies

AAP, ACATS, APP, FAR, FTR, IAT, IFT

Website

Hexure

APP, ATT, PAR

Website

intellectAI

APP, FTR, POV, RPL

Website

Investigo® Corporation

AAP, FAR, POV

Website

Lansare

COM, FAR, POV

Website

LSEG Data Analytics

AAP, ACATS, APP, COM, FAR, IFT, POV

Website

McCamish

COM, LNA

Website

Orcas Net

COM, FAR, POV

Website

Orion Advisor Services, LLC

AAP, FAR, POV

Website

Proformex

POV

Website

RegEd

LNA

Website

Saltzman Insights

COM, FAR, POV

Website

SIGNiX

ATT

Website

Spark

AAP, APP, COM, FAR, FET, IFT, LNA, MSS/MSD, POV, SUB

Website

Terrapin Technologies

AAP, APP, COM, FAR, IFT, POV, SUB

Website

Vertafore

LNA

Website

PureFacts

COM

Website

Zinnia

AAP, POV, APP/SUB, IAT, COM, AFT

Website
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