RetireOne Named 2021 “Wealthies” Awards Finalist

Nomination is for “Back Office Data Integrations” in the Insurance Fintech category announced that RetireOne is a finalist for their 2021 industry awards. Nominated for our “RIA Annuity Back Office Data Integrations” in the insurance fintech category, RetireOne is among 221 finalists selected from among more than 900 nominations.

Great work, everyone! Time to dry clean our dresses, rent some tuxes, and make reservations for NYC on September 9 at the Ziegfeld Ballroom.

Making Annuities More Accessible

RetireOne aims to provide our RIA partner firms with client data that meets their needs and is available on the software platforms where they manage client portfolios and build financial plans. To that end, our goal is to provide a broad choice for accessing that data quickly, securely, and easily. Client annuity data has traditionally been difficult to access, so annuity solutions have been difficult to incorporate into holistic client plans. With recent advances in annuity product design, these solutions are increasingly available to the clients of RIAs, and we endeavor to improve their ongoing servicing, support and adoption.

Improving data connectivity (facilitated through the purchase of our own broker-dealer) between insurance partners and RIAs allows for easier integration of these solutions in client portfolios to facilitate reporting, management, and billing on those assets.

It also allows for the expansion of RetireOne offerings to include annuity transition services for break-aways and those transitioning to the fee-based practice model. Now those assets don’t have to be left behind at a former broker-dealer, and IARs of RIAs may manage underlying subaccounts, track, report on, include on client statements, and transition them fully to advisory accounts when suitable.

Why We Are Finalists

Direct annuity data connections to multiple wealth management platforms including Orion, Blueleaf, CircleBlack, and Tamarac allow IARs of RIAs to maintain a holistic view on client annuity assets so they may track, report, include on statements, and bill on those assets. An Advisor Portal launched in 2021 provides additional access to client annuity data that has been traditionally ‘held away’ and difficult to access.

The direct data feeds and Advisor Portal extend the RetireOne data offering so that IARs of RIA firms have four choices for accessing client data: directly on the advisor’s wealth management platforms; on their portfolio management systems via direct feeds from DST Fanmail/Vision and other aggregators such as Byallaccounts; via DTCC data feeds, and now on the RetireOne Advisor Portal.

A Record Year

According to a release from, the competition saw an increase of over 40% in nominations from previous years, shattering previous records.

The release goes on to say that “A panel of independent judges made up of top names in the industry and led by editor-in-chief David Armstrong chose the finalists and will determine the winners of the Industry Awards, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors.”