The Complete SaaS Platform for Financial Agents
Streamline compliance, accelerate training, and boost sales with a platform built specifically for Five Rings Financial agents.
SOC 2 Type I auditor engagement in progress
RLS on every customer table
7-year audit log retention
EN · PT · ES in-app
Everything You Need to Succeed
Compliance, training, and AI in one platform built for the producer market, not retrofitted from a generic SaaS template.
Compliance Management
We track continuing-education deadlines for Florida, Texas, California and New York against the actual state rules, and hold every other state to the strictest rule we know. Suitability paperwork, e-signature, and a complete record of who did what, exportable for an examiner in one click.
Training that counts for CE
Publish a course once and your agents take it on their own time. Each learner gets their questions in a different order, and any exam can be replayed exactly as it was sat if a regulator asks. Certificates can be proven unaltered.
Your agency, your data
Every agency's book is walled off in the database itself, not by a setting someone can get wrong. An IMO sees its downline; each agency sees only its own. Who can see what follows the role you give them.
AI you can put in front of a regulator
Score leads, draft follow-ups, and ask questions of your own compliance documents. You set a daily spending limit, and every question the AI was asked is on the record, so the answer is defensible.
Signing in opens a work list, not a chart
The home screen is the three things a producer has to act on today. Every count is live and every line is a link straight to the record behind it.
What to do
Open tasks with the overdue ones first. A producer sees their own; a manager can filter the same list down to any agent on the team.
How the book is doing
Every client by pipeline stage, premium written for the period, and a running feed of what the agency did today.
What needs attention
Records still missing a signature or a document, policies coming up for renewal or drifting toward lapse, and this week's client birthdays.
Built for the whole book
Licensing is contractual and scoped to your agency. Seat count, daily AI budget and onboarding are set with you, not picked from a menu. A 30-minute walkthrough is the fastest way to see whether it fits.
Book a 30-minute demoSee it against your own book
Compliance, training and defensible AI on one platform, walked through on your data and your state requirements. Thirty minutes, no preparation needed.