Financial Technology
Insurance and Investment Advisory
Over 40 years of innovative fin-tech solutions
Since 1981, Zuryc’s financial technology has been making insurance agents, financial advisors and — most importantly — their clients financially successful at every stage in their lives.
Financial planning software that helps advisors prospect, present, and sell
Lead-Generation
Get new clients, and grow your practice
Link to your personalized lead-gen sites from social media accounts, websites or email footers and catch prospects when they first start looking.
Social Security Lead Gen
A personalized mini-website that generates leads by giving interested prospects an interactive playground to explore their Social Security benefit options
Ready-2-Retire
A 24/7 prospecting partner that moves clients away from “calculator thinking” and into the emotional side of decision making to uncover their priorities for retirement.
Optimized planning
Target specific planning needs
Individual planning modules allow advisors to provide simple, focused planning solutions for clients who are looking to address a specific need — like when to file for Social Security, how much life insurance to purchase, or how to plan for their children’s education costs.
Social Security Pro
A highly-interactive Social Security maximization tool. Simple inputs and interactive sliders quickly show clients how even the smallest change will affect their plan.
Life Goals
A goal-based analysis of your client’s basic needs. One product to solve multiple insurance and investment needs. Includes a digital fact finder for easy data entry.
Qualified Plan Concepts
Show clients how to use 401(k) and IRA distributions for maximum benefit.
Estate Planning Concepts
Designed to simplify complex estate planning topics
Discuss estate planning without being an expert — let the software be the expert.
Business Succession Concepts
Address all areas of business succession planning — Business Valuation, Business Continuation and Key Person Planning.
In-depth analysis
Give a complete retirement picture
Easy-to-use and highly interactive retirement planning software that will showcase how multiple sources of retirement income work together for optimal benefit.
Retirement Plan Simulator
Utilize bucket planning methodology to showcase FIA, RILA, VA or Security Solutions holistically, present income flooring graphics, and provide statistically-backed and well-documented product recommendations.
Cash Flow Decisions
A cash-flow based approach to discuss Social Security maximization, retirement income, life and annuity sales. Simple inputs and interactive sliders show client’s how even a small change to their strategy will impact their entire plan.
Option 1
Rapid Deployment
Exclusive enterprise pricing model
Single-sign-on capability
Hosted on a custom site
Company logo on printed reports
Company disclaimer pages
Company standard footnote
Custom insurance footnotes
Custom APIs or integrations
Presentation and UI modifications
Custom UI design workflows
Option 2
Essential Branding
Exclusive enterprise pricing model
Single-sign-on capability
Hosted on a custom site
Company logo on printed reports
Custom disclaimer pages
Custom standard footnotes
Custom insurance footnotes
Custom APIs or integrations
Presentation and UI modifications
Custom UI design workflows
Option 3
Advanced Integrations
Exclusive enterprise pricing model
Single-sign-on capability
Hosted on a custom site
Company logo on printed reports
Custom disclaimer pages
Custom standard footnotes
Custom insurance footnotes
Custom APIs or integrations
Presentation and UI modifications
Custom UI design workflows
Custom Development
Didn’t find what you were looking for? Let’s build it
Sometimes there isn’t an off-the-shelf solution for your unique planning method or sales workflow. Our design and development team will work with you to integrate systems, or design and launch a fully-customized planning tool.
Contact Us
Let’s start a conversation
Our team is ready to help identify your existing technology needs and pain points, and propose detailed solutions in an easy-to-understand format.