Proformex
Financial Software · Ohio, United States · 11-50 Employees
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Overview
Headquarters
1001 Lakeside Ave E Ste 1010, Cleveland,...Phone Number
(866) 998-8654Website
www.proformex.comRevenue
$9.6 MillionIndustry
About Proformex
Proformex offers an Annuity and Life Insurance Data Platform that transforms complex data into actionable insights for financial professionals. Their services cater to banks, broker-dealers, wealth managers, fiduciaries, carriers, general agencies, and agents and advisors. The platform provides a unified data hub, life insurance dashboards, annuity analytics, and automated notifications to enhance decision-making and client relationships. Trusted by industry leaders, Proformex helps clients mitigate risks, protect assets, and drive new revenue through data-driven strategies.Explore more
Proformex Org Chart
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Proformex offers an Annuity and Life Insurance Data Platform that transforms complex data into actionable insights for financial professionals. Their services cater to banks, broker-dealers, wealth managers, fiduciaries, carriers, general agencies, and agents and advisors. The platform provides a unified data hub, life insurance dashboards, annuity... Read More
