Proformex

Proformex specializes in data aggregation, analytics, and portfolio monitoring for life insurance and annuities. The platform focuses on in-force management, providing solutions for agents, advisors, distributors, broker-dealers, and financial institutions. Their technology aims to protect client interests while facilitating business growth and revenue generation.

The company's platform offers actionable insights, risk management tools, and revenue growth opportunities from in-force assets. Proformex's solutions are designed to transform how the industry services life insurance and annuities, empowering various stakeholders in the financial services sector with digital tools for efficient portfolio management and client service.