Navian Capital provides banks and broker/dealers with a fully-customizable web application and order entry system. Registered users login to access a wide-array of content designed and tailored specifically for your firm.
With the Navian Capital web application, users gain access to:
Current month's product offerings
Product Order Entry System
Product Educational Resources
Management Reporting Tools
Annuity Filtering and Comparison Tool
Final Term Sheets
Advisor Tools, Client Approved Materials
Performance Tracking for All Structures
StARs, Structure Analytics Reporting
Compliance Test & Results Tracking
Access to Annuity Information for Over 100 Carriers
Order Entry System
Built specifically for structured products, Navian Capital's advanced Order Entry System provides a simplified, user-friendly alternative for structured product trade entry. Whether you are on a trade desk, or an individual financial consultant, nearly all fields on our custom order entry system are pre-populated, leaving only two simple entries. This saves time and reduces your chance for error.
Easily view, track, and export all orders in one location. Trade information is sortable by any input field, streamlining volume tracking and reconciliation.
Annuity Comparison Tool
Navian Capital is contracted with several carriers to potentially offer your firm Fixed Annuities, Indexed Annuities, and Variable Annuities. In addition to this, we have the unique capability to work with carriers to design annuities that are exclusive to Navian Capital and based on popular dynamic indices.
With the Navian Capital platform, you’ll have access to our advanced Annuity Comparison Tool, providing a comprehensive user experience to help agents easily understand, as well as compare, the various annuities available.
State of the art product filtering and comparison tool, a complimentary service available to Navian Capital annuity clients
Access product information for over 100 carriers
Users see only the products that are chosen and approved by your firm, simplifying the product selection process
Ability to sort and filter annuity products by index, crediting strategy, age of client, premium, rate term, term range, and more, making the products that you’re looking for easily accessible
Are you looking for more information on a particular product? With the Navian Capital platform, you’ll have a one-page, printable product profile which provides the in-depth product information you need, all of which is carrier approved
With just one simple click, Navian Capital can give you access to our annuity portal