Financial Services
Ahead of the curve
Zuryc stays ahead of the curve in making insurance agents, financial advisors and, most importantly, their clients financially successful at every stage in their lives. The key to Zuryc’s results is reflected in its management—seasoned experts from financial services, software technology, government compliance, legal and insurance industries—as well as in its clients, who include many of the world’s leading financial services firms, and independent agents and advisors who trust the endorsements of these industry giants.
Custom Development
We’ll partner with you to design and develop a product that’s secure, easy-to-use, and does exactly what your business needs.
Ready-Made Financial Planning Tools
Client interactive tools that help financial advisors plan and sell. PlanFacts is a suite of web-based financial planning tools for lead generation, Social Security maximization, retirement planning, insurance needs analysis, estate planning and business continuation. Learn More
Tools for financial advisors looking to grow their AUM. Advisor Controls’ Retirement Plan Simulator helps financial advisors deliver a better experience to their customers faster. Learn More
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The Latest
Zuryc Merges with Impact Technologies to Create Complete IT Experience
Expanded capabilities enable Zuryc to solve business problems with technology solutions. Zuryc, a business technology provider, today announced its merger with Impact Technologies Group (Impact) in a transaction that unites the two organizations under the Zuryc name....
3 things your Managed Services Provider (MSP) wants you know
Are you considering bringing a MSP on board? Or perhaps you already have one. Either way, for you to truly benefit from your relationship with a MSP, you need to build a solid bond with them. As a MSP who has been in this business for long, I can tell you the 3...
Don’t make these IT mistakes as you grow!
During the course of IT consultancy, we come across a lot of clients who are not happy with the way their IT shaped up over the years. They feel their IT investments never really yielded the kind of returns they expected and come to us looking to change the trend....