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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Discover structured investment options, annuities, and targeted return ETF solutions, all accompanied by a range of analytical tools to help advisors concentrate on their clients' needs. Our diverse multimedia educational materials, which include short-form videos and PDFs, are designed for sharing essential product insights with clients at crucial moments. Offering a thorough education on various asset classes, from fundamental concepts to specific product details, ensures engaging and accessible learning for advisors with any level of experience. With tailored compliance tracking and supervisory instruments, advisors can navigate self-paced certification processes while enabling home offices to maintain real-time oversight. By automating and integrating processes, we provide seamless access to products and educational resources for wealth management firms and financial professionals. Streamlining education alongside operational and compliance supervision, while ensuring direct connectivity to a centralized product repository, fosters greater efficiencies in service delivery. Ultimately, this comprehensive approach empowers advisors to enhance client relationships and drive better financial outcomes.

Description

Zinnia aims to revolutionize the life and annuity landscape by integrating decades of industry knowledge with cutting-edge technology. Our goal is to empower clients to accelerate product innovation and launch, while also enhancing the buying, selling, managing, and servicing processes. This initiative simplifies and speeds up the way insurers create, introduce, and oversee life and annuity products for both consumers and advisors. Additionally, it reshapes the collaborative dynamics between insurers and advisors, optimizing the processes of selling, servicing, and managing customer relationships. By fostering meaningful interactions, we strengthen the bond between customers and insurers, ultimately ensuring greater protection for customers and contributing to their overall well-being. This commitment to enhancing the user experience is pivotal for achieving long-term success in the industry.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Canton
Regal

Integrations

Canton
Regal

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

SIMON Markets

Founded

2018

Country

United States

Website

www.simon.io/solutions/

Vendor Details

Company Name

Zinnia

Country

United States

Website

zinnia.com

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

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