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Partner tools and resources

Access external tools to support your client journey

Use the embedded tool below to explore additional resources that may support your case assessment and submission process.

Additional broker resources

External tools and integrations

The Federal Reserve has announced new interest rates. See how this affects your portfolio.

Integrated partner platform

Embedded experience for broker tools

This embedded experience allows brokers to interact with external tools without leaving the site, improving workflow efficiency.

Desktop-only embedded content

Advanced tools for larger screens

This embedded tool is only intended for desktop and tablet users due to layout and usability constraints.