Annuity Risk

Annuity Risk provides analysis, tools, and advisory services focused on annuity and longevity risk for industry stakeholders. The job it does: building software for you when nothing off the shelf fits.

The natural audience is companies with a specific process to automate. They also list Advice, Insurance and Risk Management, so expect those to show up in the feature set. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

Annuity Risk is based in Florence, Kentucky. Their site is annuityrisk.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

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