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Annuity Algorithms - Coggle Diagram
Annuity Algorithms
Annuity Universe
FIA Universe
Old contract data
= unavailable
New Contracts
Direct to Carrier
Variable Universe
Old Contracts
As New Contracts:
New Contracts
Morningstar Today
Carriers Tomorrow via
Carrier API
Fund Matching
Internal Matching
Morningstar
Carriers
Competitive
Positioning
New Pricing
to win new contracts
New Pricing to
retain old contracts
Surrender Value to
de-risk book
Carrier Interface
Client Data Aggregation
Data Transformation
Aggregator APIs
CRMs/Investment
Aggregators
Broker Dealer
Permission
Advisors
Compliance
Asset Manager
Annuity Controller
Tech Team
RIA Permission
Smaller/Fast\er
version of BD
Wealth Manager
Story
Fee-Only Story
Transactional
Story
DTCC API
Broker Dealer:
Permission and licensing
Brokerage Permission
DTCC Permission
SOC2 Security Approval
Carrier API
Is this the same as DTCC API?
BI Choice
Identify the optimal
new product
Advisor Interface
Annuity Manager
Interface
BI Manager
BI Choice
Old Product vs.
New product
Book
Overview
Client Interface