Expensive Pipes. Dirty Water.
Monday morning. Competitive intelligence meeting.
“Northwestern just dropped their rates 50 basis points. Do our advisors know our new positioning?”
Check the data exchange. Last update: three weeks ago. Status: “processing.”
Wednesday. Product launch crisis.
“Our new annuity should be live on advisor platforms. Why can’t RIAs find it?”
Call the data vendor. “Technical issues with the transmission.” ETA for fix: unknown.
Friday. Market opportunity missed.
“That $500M RIA was comparing our product to competitors. They couldn’t get our current rates.”
You're losing business to data transmission failures, not product failures.
What You Get
Direct Advisor Platform Integration
Real-time data transmission to Orion, Black Diamond, Addepar, & 130+ advisor systems
Automated competitive positioning updates triggered by market events
Immediate rate updates & product changes across all connected platforms
Universal reach including boutique RIA & independent advisor platforms
Guaranteed Data Integrity
End-to-end validation ensuring your data arrives exactly as intended
Complete transmission audit trails for regulatory compliance
Real-time error detection & automatic correction protocols
Quality control monitoring with immediate failure alerts & resolution
Market Intelligence Dashboard
Real-time visibility into advisor usage of your product data
Opportunity identification based on advisor search & comparison patterns
Competitive positioning tracking across all advisor platforms
Performance analytics showing which data drives advisor decisions
Transmission Control Center
Complete oversight of data flow across all advisor channels & platforms
Automated competitive response protocols triggered by market changes
Custom transmission rules based on advisor type, geography, & specialization
Distribution optimization based on advisor engagement & conversion data
Advanced Market Analytics
Advisor behavior intelligence showing how your products are researched & positioned
Product development insights from advisor usage & feedback data
Competitive displacement opportunity identification based on comparison patterns
Market expansion opportunities through advisor platform analytics
Data updates = weeks delayed through inferior exchange systems
Transmission reliability = "hope it gets there eventually"
Market intelligence = quarterly reports from exchange vendors
Competitive response = reactive & often too late
Data updates
real-time delivery to every advisor platform that matters
Transmission reliability
guaranteed delivery with validation & error correction
Market intelligence
live visibility into advisor behavior & product positioning
Competitive response
automated & immediate across all advisor touchpoints
Real Results
Superior
Pipeline Features
Enterprise Data Transmission
Direct API connections bypassing traditional exchange bottlenecks
Intelligent routing optimized for each advisor platform's specific requirements
Real-time streaming protocols ensuring immediate advisor platform updates
Backup transmission paths ensuring guaranteed delivery even during system failures
Quality Assurance Controls
Pre-transmission validation preventing data corruption & formatting errors
Complete data lineage tracking from source to advisor platform delivery
Real-time monitoring detecting & correcting transmission issues automatically
Automated rollback capabilities for incorrect or corrupted transmissions
Universal Platform Coverage
Direct integration with major platforms like Orion, Black Diamond, & Addepar
Custom integration capabilities for unique advisor technology stacks
Connectivity to boutique RIA platforms & independent advisor systems
Geographic expansion support for international advisor platforms
Competitive Intelligence Integration
Real-time competitive product monitoring & automated response protocols
Market share analysis based on advisor platform usage & selection patterns
Advisor comparison behavior tracking showing competitive positioning effectiveness
Win/loss intelligence providing specific reasons for advisor product choices
Built For
Modern Insurance Distribution
Advanced
Intelligence Capabilities
