Our Solution

RIA Variable Annuity Solutions offers best-in-class support for advisors who can no longer service variable annuity policies due to licensing limitations, delivering continuity for both advisors and their clients.

Learn More

Built for Independence

Our comprehensive platform provides essential transition support along with integrated platform capabilities to empower long-term independence.

All Your Data. Unified. Effortless.

RIA VA Solutions brings your firm’s legacy annuity data together into a single, secure source of truth—eliminating spreadsheets, manual uploads, and disconnected systems.

Daily Data Feeds

Advisors receive daily updates from VA carriers, including values, riders, fees, allocations, income bases, performance metrics, and key contract details.

Streamlined Dashboard

Our advisor dashboard centralizes legacy variable annuity data into a single, RIA-focused experience.

Secure, Compliant, and Scalable Data

Data is housed in an enterprise-grade, SOC 2-compliant environment, delivering the security, reliability, and scalability required by modern advisory firms.

Annuity Insights and Analysis

Our 2 step analysis process of annuity contracts will provide the advisor with a comprehensive evaluation so they can ensure their client’s contract continues to be the best fit for their holistic financial plan.
Talk to our team

FAQs

We combine industry-leading technology with our team’s expertise to deliver legacy contract analysis.

Which carriers do you work with?

Through our extensive carrier partnerships, you gain the ability to work with top-tier annuity carriers nationwide. We can support virtually any carrier in the market, allowing you to maintain continuity of service and oversight of the policies your clients already have.

How will this impact the relationship I have with my client?

You can expect your client relationship to remain unchanged. You continue as the trusted advisor. We provide the back-office infrastructure and support.

Is this a temporary fix?

RIA VA Solutions is a long-term platform built for stability, not patchwork.

How can I be assured that this platform is compliant?

We’ve created a best-in-class Agent of Record (AOR) process that has been fully vetted by industry experts.