Annuity software for independent financial advisors
Advisor Annuity Pro® is annuity software that combines live carrier rates, a full illustration engine, an AI advisor assistant, and client-ready proposals in one platform — so research, suitability, and presentation happen in the same place.
What the platform actually does
Each toolset is built around the work of recommending an annuity: find the product, prove the math, document the reasoning, present it to the client.
AI advisor assistant
Describe the client situation in plain language and the assistant walks the case: objective, suitability considerations, product shortlist, and the talking points behind each recommendation.
Illustration engine
Run MYGA, FIA, RILA, income, SPIA, and IUL illustrations from one engine, with the same branded, client-ready output every time.
Live rate intelligence
MYGA yields, FIA caps, participation rates, and spreads across 40+ carriers, refreshed as the market moves — no more stale carrier PDFs.
Index research library
Methodology, volatility control, and performance history for every crediting index, plus institutional-style fact sheets you can hand a client.
Side-by-side comparison
Put up to four products head to head — caps, spreads, riders, fees, surrender schedules — so the reasoning behind the pick is visible.
Historical replay
Backtest crediting methods against real index history and compare a zero-floor strategy to a raw market sequence: CAGR, drawdown, volatility.
Suitability & compliance
Suitability scoring and best-interest documentation are generated alongside the case, so recommendations stay defensible.
Proposal builder
Turn the analysis into a multi-page, branded proposal PDF with 10/20/30-year projections and income rider detail.
Who it's built for
Independent advisors
Replace a folder of carrier PDFs and spreadsheets with one workspace that stays current.
IMOs and agencies
Shared commission schedules, agency production tracking, and role-scoped visibility for your downline.
Retirement-focused practices
Income planning, 401(k) rollover comparisons, and client-ready education built around retirement conversations.
See the annuity software in your own practice
Compare the full feature set, review plans, or have us walk you through a live case.
Advisor Annuity Pro® is a research and illustration platform for licensed professionals. It is not investment advice and not a solicitation.