WebMay 25, 2024 · CapitalRock was founded in 2007 by a group of industry experts that have been building customer relationship and wealth management solutions for the financial … WebSep 14, 2024 · SALT LAKE CITY, Sept. 14, 2024 (GLOBE NEWSWIRE) -- CapitalROCK will be releasing a PTE version of RightBRIDGE in October of 2024. The new functionality addresses the rules and requirements of...
CapitalRock expands its fiduciary analyzer - InvestmentNews
WebThe RightBRIDGE Investment Wizard is configured to include best interest product validation functionality for Reg BI and PTE 2024-2. The Investment Wizard accomplishes this through either its Validation or Selection track. Under Product Validation the user picks the investments and the system runs the user’s selections against the RightBRIDGE ... WebRightBRIDGE Annuity Wizard Relevant Regions North America Business Needs Website Address www.capitalrock.com Connect with CapitalRock Solution introduction The RightBRIDGE Annuity Wizard helps financial professionals determine which annuities available on their product shelf are best suited to meet their clients’ needs, objectives and … fbi laboratory director
RightBRIDGE Investment Wizard - The Wealth Mosaic
WebCapitalROCK's in-person client event is back This year's summit will include: - A longer format to support more sessions - More face time with RightBRIDGE product managers - More opportunities to network - Bigger venue with more amenities (bar and breakfast) Register Here Topics covered will include: http://www.rockbridgecapital.com/ WebCapitalRock, LLC provides rule-based product selection tools and needs-based customer analytics to the financial services industry. CapitalRock was founded in 2007 by a group of industry experts that have been building customer relationship and wealth management solutions for the financial services market for 30 years. fbi laboratory services