Technology integrations for RIAs

Index Protector annuities can be displayed on many popular fee-based platforms that are used for portfolio management, reporting and billing. Great American’s data can also be displayed within various Turnkey Asset Management Programs (TAMPs).

If you don't see a platform listed below please contact us.

Portfolio Management, Performance and Reporting
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Orion
Tamarac
Albridge
jaccomo
Black Diamond
PortfolioCenter
Morningstar Principia CAMS
Addepar
Advisors Assistant
AssetBook
FinFolio
Fusion Advisor
IAS
PortfolioPathway
Financial Planning
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eMoney
TAMP (Turnkey Asset Management Program)
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Envestnet
Account Aggregation
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DTCC
DST FAN Mail
Blueleaf
Morningstar ByAllAccounts
Broadridge
Custodian
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BNY Mellon’s Pershing
Trade PMR
Customer Relationship Managers and Marketing
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Advyzon
Broadridge Advisor Solutions

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