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The DDW Enterprise Technology Suite

Product Research, Reg-BI and ERISA Rollover technology tools

Behind the Technology

DDW serves over 80 institutions and thousands of advisors by providing the industry a complete product portal powered by DDWs deep quantitative and qualitative research and proprietary product scoring.  Advisors benefit from a single, integrated product portal to compare your firms complete product shelf, compare solutions and seamlessly document for Reg-BI and ERISA Rollovers. 

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Institutional Clients
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Users

Products

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Product Research Portal

View all products in one place, compare across all product categories with home office and advisor configurations to view the universe of available products or just your unique product shelf

Features

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Annuity View 360

Annuity View 360 – A clearer view into your annuity options through the lens of what matters – client needs and protection.

Video

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Carrier Score Card

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CTA Text

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4 Box Product Score

DDW caters to a broad audience which is it services up due diligence and product scoring in a variety aways. Leverage the product portal to research and analyze your way.

Examples

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Reg-BI Wizard

The Reg-BI Wizard makes documenting best interest simple and with 1-Click Reasonably Available Alternatives powered by DDW Due Diligence, advisors can wiz through the experience.

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Google Fee Lookup Screen

ERISA Rollover Wizard

The ERISA Rollover Wizard provides quick ERISA plan fee lookup and side-by-side fee comparison including all the necessary questions to document for PTE 2020-02 compliance.

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Who Can Benefit

Home Office

Broker Dealers and Wealth Management Firms

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Advisors, Agents and IARs

broker dealers, insurance and large RIAs

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Solo Practitioners and Ensemble Practices

RIA's

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