Annuva

A NEW APPROACH TO ANNUITY MAINTENANCE

Enable advisors to better service annuities by giving them one tool for financial
transactions and non-financial transactions, all while making the process simple,
efficient and transparent.

TRANSFERS & REP CHANGES CLIENT DOLLAR COST LIQUIDATIONS REBALANCING &
WITHDRAWALS DEMOGRAPHIC AVERAGING ALLOCATIONS

CHANGES

SIMPLIFIED ANNUITY MAINTENANCE WITH ANNUVA

Increases efficiency Breaks down operational silos
Enhances risk management Reporting and communication
Achieve and maintain compliance Reduces costs

AUTOMATION www.ifsautomation.com | [email protected]
DELIVERED™

PRODUCT BROCHURE |
ANNUVA

THE ANNUVA ADVANTAGE

➢ Built on the IFS Automation Platform, the leading brokerage automation
platform that processed over 8.5M transactions in 2017

➢ Allows for robust business rules and workflow scenarios
➢ Easy-to-use and implement, and doesn’t require IT resources, allowing you to

save time and money on testing and validations
➢ Leverages industry standard messaging (ACORD) and integrated with DTCC
➢ Enhances communications and streamlines processes between carriers and

distributors
➢ Ability to customize based on your organization’s unique needs

ENHANCED SERVICE CAPABILITIES

Annuva was designed to help advisors easily maintain annuities and provide better
service to their clients:

Enhanced tracking with Quicker transaction
immediate visibility confirmations & cycle
into account status times

Easy-to-use Easily communicate
and stay connected
with clients

www.ifsautomation.com
[email protected]

704.894.9331