Proformex is the world’s leading platform for annuity and life insurance portfolio management. Its information, risk management, and sales-enablement solutions centralize hard-to-get data and transform it into business-ready insights teams can act on now. Proformex works with wirehouses, broker-dealers, trust departments, IMOs and BGAs, and RIA firms to help financial professionals lower risk in their business, grow sales, and protect client relationships. More than just technology, Proformex serves as a strategic partner to the businesses and professionals it supports.