Grow Your Annuity Business

Use WealthBookTM

Service | Engagement | Productivity | Revenue Growth

Annuities Re-imagined

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Use WealthBook to

  • TickMonitor sub-account performance
  • TickPerform regular portfolio updates
  • TickEnsure consistent results
  • TickTrack client needs, risk tolerance
    • Deliver More Services
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Use WealthBook to

  • TickSpeed client approvals
  • TickHelp clients track progress
  • TickProvide regular updates
  • TickShare important news, trends
    • Create More Engagement
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Use WealthBook to

  • TickManage a large number of client portfolios
  • TickHandle high compliance volume
  • TickTrack all annuity activity
  • TickProvide more services without added cost
    • Be More Productive
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Use WealthBook to

  • TickIdentify new annuity opportunities
  • TickAnalyze 1035, other exchanges
  • TickIncrease trail revenue
  • TickIncrease share of client assets
    • Generate More Revenue

How WealthBookTM Helps You

Annuity
Analysis

Compare annuities in detail, show clients how different income/asset guarantees affect returns and select the most suitable choices for your client needs.

Portfolio
Management

Help clients generate consistent returns from these sub-account portfolios through periodic reviews and adjustments which take only a few minutes.

Opportunity
Identification

Periodically review client contracts to determine if newer products can meet their needs more effectively.

Client
Engagement

Put your branding on WealthBookTM’s mobile apps and start paperless communications with all your clients.

Key
Features


Data & Analytics for
Variable Annuities

Apps

Financial Advisor
  • Desktop & iPad
  • Admin
Client
  • iPhone
  • iPad
  • Android

Analytics

  • Identifying opportunities
  • Flagging problem transactions
  • Monitoring annuity choices
  • Comparing annuity program offerings

Data

  • Monthly Performance† —
  • 60+ annuity programs
  • Morningstar Ratings
  • M & E Expenses
  • Sub-account Expenses

AI

  • Recommendation Engines
  • Sub-account
  • Portfolio balancing

Support

  • Implementation
  • Training
  • Data
  • Analytics

Compliance

  • Tracking client alerts, responses
  • Portfolio re-allocations
  • Flagging proposed exchanges
  • Automated archiving
  • Customizable rules

What Users Are Saying


“I manage 83 VAs from four different insurers. Couldn’t do it without WealthBookTM!”
“WealthBookTM lets me focus on managing my clients’ portfolios, build on market opportunities”
“We had $25 MM in VA annuities sitting idle. WealthBookTM highlighted 12 opportunities to generate significant fee income”

Tangram Solutions LLC

Tangram Team of highly qualified Financial experts and professionals have done extensive industry research and have been studying how to create innovative solution that makes today’s complex variable annuities management simpler, efficient and more personalized. The innovative WealthBookTM platform was evolved the platform makes it all possible for firms, Advisor’s and their clients and more.

Team Members

03

Milind M. Lele – President and CEO

Milind has three-plus decades of experience in strategy and marketing as author, strategy consultant and Adjunct Faculty at Chicago’s Booth School of Business. Prior to starting Tangram Solutions, Milind built up and ran SLC Consultants, Inc., a $2.5 MM strategy consulting firm. In addition, Milind launched theiMart.com, a baby clothing e-commerce startup in 2000. He has a Ph.D. from Harvard in system theory and undergraduate degrees in Electrical Communication Engineering & Physics.

Raja iqbal burned

Raja M. Iqbal – Vice President & CTO

Raja is responsible for overall technology strategy and product delivery, leading overall company’s digital software platform and operations. In addition to his previous Tangram Solutions experience as Sr. Director and VP Product Head, Raja has worked as a product development executive with extensive experience in building world class products, solutions and has led teams within United States and globally. He has previously led the B2B platform team for Netfish, a startup acquired by IONA Technologies.

Advisory Board

01

Alfred R. Berkeley

Al is Chairman, Princeton Capital Management, a registered investment adviser, Vice Chairman, Gentag, Inc. and a director of RealPage, Inc. [NASDAQ: RP]. Al served as the President (and later Vice Chairman) of The NASDAQ Stock Market, Chairman, Pipeline Trading Systems LLC; prior to that he was a Managing Director of Alex. Brown & Sons, an investment bank. Al holds a B.A. from the University of Virginia and his MBA from Wharton

02

James L. McCabe

Jim founded and heads Drexel Morgan Capital Advisors, a wealth management firm with $4+ Billion under management. Jim has four decades of experience in active investing and portfolio management. He obtained his Ph.D. in economics from the University of Pennsylvania and has served as International Economist for the U.S. Department of State and for The World Bank

03

Milind M. Lele

Milind has three-plus decades of experience in strategy and marketing as author, strategy consultant and Adjunct Faculty at Chicago’s Booth School of Business. Prior to starting Tangram Solutions, Milind built up and ran SLC Consultants, Inc., a $2.5 MM strategy consulting firm. In addition, Milind launched theiMart.com, a baby clothing e-commerce startup in 2000. He has a Ph.D. from Harvard in system theory and undergraduate degrees in Electrical Communication Engineering & Physics

04

Michael F. Smithson

Mike is Senior Vice President, Wealth Management at Cowan Financial Group and is responsible for building a client-based business centered on both the growth and the protection of client assets. He has over 10 years’ experience of managing variable annuity portfolios and in-depth familiarity with the issues and challenges posed by various insurers’ offerings. Prior to joining Cowan Financial Group, Mike held a similar position with Prudential Securities incorporated, a division of Prudential Financial Incorporated.

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