Lakeview Financial Services uses Proformex to manage and monetize their life insurance business
By - April 12 2023
Originally posted by: Proformex
"Proformex has been instrumental in helping us help our advisors stay ahead of at-ris..
Evolving Life And Annuity Sales Platforms
By - March 2 2023
By Ken Leibow
What’s exciting about 2023 is not just new technology, but the evolution of the platforms we use toda..
Proformex Launches Product Updates to Increase Actionability on Critical Information
By - February 8 2023
Proformex, the only end-to-end digital solution connecting financial professionals to critical, actionable data in their..
Proformex Launches Annuities
By - July 20 2022
Industry leader in data aggregation adds platform functionality to support annuities along with current life insurance o..
Insurance Fiduciary Network and Proformex Join Forces
By - March 17 2022
Originally posted at Proformex's News
Strategic partnership will focus on helping wealth managers safeguard..
Brokers Clearing House, LLC Selects Proformex
By - March 1 2022
BCH takes robust information surfaced within Proformex back to their advisors to drive meaningful results for policyowne..