AI-Enabled Platform Streamlines All Aspects of Annuity Identification, Procurement and Management for Advisors and Clients
DALLAS, December 10, 2025 — Prospera Financial Services, Inc. (“Prospera”), a wealth management firm supporting a nationwide network of independent financial advisors, today announced its Annuity Management Process (AMP), a fully integrated platform that provides AI-enabled annuity support for its advisor network. Leveraging innovative partnerships with RightBRIDGE ® and Hexure, AMP streamlines product identification, due diligence, and all regulatory paperwork for a full range of annuities that help support clients’ financial goals.
“Our advisors need tools that allow them to serve clients efficiently and effectively, and we saw room to modernize the traditional annuity discovery, review, and procurement process,” said Shawn Baxter, Prospera Chief Compliance Officer. “Working closely with strategic partners and our advisors, we developed AMP to enhance our advisors’ ability to offer these services more effectively, saving time and money. By utilizing cutting-edge, AI-enabled technology, advisors now can spend more time building a stronger client relationship.”
Prospera developed an AI-enabled guidance program that offers tailored recommendations for clients. These insights, powered by RightBRIDGE ®, are seamlessly integrated into Prospera’s back office and supported by Hexure’s automated form-processing capabilities, allowing advisors to efficiently complete essential paperwork and due diligence requirements.
Tarah Williams, President and COO of Prospera, added, “While maintaining our boutique approach to our growth and service culture, we are dedicated to building best-in-class solutions for our advisors. Industry-wide, annuity platforms have historically been challenging to navigate, so we went to work. AMP delivers a streamlined, modern experience that brings real value to our advisors and the clients they support.”
About Prospera Financial Services
Founded in 1982, Prospera Financial Services, Member FINRA, SIPC and a registered investment advisory, offers the flexibility and resources only found at some of the nation’s largest broker-dealers. Headquartered in Dallas, Prospera was named Broker-Dealer of the Year by Investment Advisor Magazine in 2009, 2010, 2012, 2014, 2015, 2018 and 2019. Prospera is a 7-time winner and 12-time finalist for WealthManagement.com’s Industry Awards as well as 2-time ThinkAdvisor Luminaries award winner. The firm supports independent financial advisors nationwide. For more information about Prospera, visit www.joinprospera.com.
About Hexure
Hexure is a trusted leader in digital sales solutions for insurance, financial services, and wealth management. They help carriers and distributors transform how they sell and service products with technology that accelerates submissions, speeds time to market, and delivers fully digital, compliant workflows. With proven expertise and a commitment to innovation, Hexure is integrating AI-driven capabilities to deliver smarter experiences and greater efficiency, helping clients stay competitive in a rapidly evolving market. Learn more at hexure.com.
