RIA Insurance Solutions Resource Center
INNOVATIVE Tools
Truelytics is the premier transition management platform that provides financial professionals interested in buying or selling a firm with the valuation tools, assessment models, advice, and anything else a potential buyer or seller may need. FIG and RIA Insurance Solutions have an enterprise agreement with Truelytics so advisors working with us for insurance get access to Truelytics at no cost.
Watch this video to see Quinci™ in action or contact us to learn more about this groundbreaking platform.
Watch this video to see Quinci™ in action or contact us to learn more about this groundbreaking platform.
Quinci™ Powered by SIMON
We're proud to offer the industry's first end-to-end digital sales platform that provides financial professionals with product education, analytics, seamless execution, and in-depth business management through a partnership with SIMON Markets' digital platform for wealth management professionals.