Raymond James Tuesday launched RightBRIDGE Annuity Wizard, which helps identify the most suitable annuity products for clients.   The RightBRIDGE Annuity Wizard, a new component of the company's sales intelligence solution, gathers key information from clients about their preferences for income, liquidity, time horizon, risk tolerance, expenses, and guarantees.    "The calculation engine then configures and filters the company's inventory of available annuities and living benefit options then rank orders those that best meet the client's objectives." says a p

Castle Rock Innovations, LLC (CRI), a provider of technology-based solutions for the retirement industry, has contracted with Morningstar, Inc. for data that will power its flagship AXIS Retirement Plan Analytic Platform (AXIS), a comprehensive servicing platform that addresses the DOL mandated 408 (b) (2) fee disclosure requirements. The Morningstar Mutual Fund Fee and Performance Data will be integrated with the AXIS platform, which will support the fee disclosure reporting requirements for Broker Dealers, Recordkeepers, RIAs, Trust Companies and Banks, according to a CRI press release. &

Interactive Advisory Software (IAS), a provider of a consolidated wealth management software application for independent financial advisors and RIAs, has partnered with Smarsh to help advisors manage the retention and supervision of social media-related communications.   The IAS Social Media Solution provides the governance, security, compliance and policy controls, enabling the capture, preservation, search, supervision and production of communication from  Facebook, LinkedIn and Twitter and other social media platforms, regardless of the device used to make the posts. The solutio

A former Microsoft executive who raised $26 million has taken an app into beta that aims to hello you invest based on themes. Are you worried about the debt ceiling negotiations? Do you think iPhones will take over the world? There's a theme for you. TechCrunch covered Motif Investing's new capital raising, and you can join the beta.