AnnuityNet Overview

AnnuityNet is an order entry software designed for the financial services industry, specifically for managing annuity transactions. The platform enables financial professionals to streamline the process of placing and managing annuity orders, ensuring compliance with industry regulations and minimizing errors. AnnuityNet offers features such as real-time order tracking, automated updates, and easy integration with existing financial systems, making it a valuable tool for financial institutions and advisors. The software also supports electronic signatures, automated documentation, and reporting features, ensuring that all transactions are processed efficiently and securely. With AnnuityNet, businesses can reduce manual processes, improve accuracy, and enhance customer satisfaction in annuity management.

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Contact Details

  • Vendor Name Ebix
  • Founded 1989
  • Location United States

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Advertising & Marketing, Apparel & Fashion, Graphic Design, Media, Retail

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AnnuityNet Features

  • Arrow Icon Data Import/Export
  • Arrow Icon Order Management
  • Arrow Icon Purchase Order Management
  • Arrow Icon Order Fulfillment
  • Arrow Icon Real Time Order Entry
  • Arrow Icon Invoice Management
  • Arrow Icon Inventory Management
  • Arrow Icon Order Tracking
  • Arrow Icon Customer History
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Backorder Management
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Invoice Creation

AnnuityNet Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

AnnuityNet FAQs

AnnuityNet is an order entry software designed for the financial services industry, specifically for managing annuity transactions. The platform enables financial professionals to streamline the process of placing and managing annuity orders, ensuring compliance with industry regulations and minimizing errors. AnnuityNet offers features such as real-time order tracking, automated updates, and easy integration with existing financial systems, making it a valuable tool for financial institutions and advisors. The software also supports electronic signatures, automated documentation, and reporting features, ensuring that all transactions are processed efficiently and securely. With AnnuityNet, businesses can reduce manual processes, improve accuracy, and enhance customer satisfaction in annuity management.

  • No, AnnuityNet does not offer a free version.

  • Yes, AnnuityNet offers a free trial.

  • No, Credit Card details are not required for the AnnuityNet trial.

  • No, AnnuityNet does not offer an API.

  • AnnuityNet supports the following languages:
    • English

  • Following are the typical users of the AnnuityNet:
    • Self-Employed , Small-Business , Midsize-Business

  • AnnuityNet supports the following deployment:
    • Cloud Hosted

  • AnnuityNet supports the following devices and operating systems:
    • Web-Based