Annuity Software

With our annuity software you can:

  1. Send professional looking statements
  2. Calculate cash values on any date
  3. Send required 1099 and 5498 forms to your clients and the IRS
  4. Have the confidence of knowing that everything is correct

Interest can be calculated at a different rate based on:

  1. On the entire balance
  2. On an individual deposit made between dates
  3. On an individual deposit made over a specified amount
  4. If it is paid interest checks