Articles from CapitalRock LLC

SALT LAKE CITY, Jan. 21, 2026 (GLOBE NEWSWIRE) -- CapitalROCK®, a leading fintech innovator, today announced the launch of RightBRIDGE® Annuity Book Management. The system has already been implemented by one of the largest independent broker dealers in the industry. With so many firms struggling to manage their accumulated annuity book, the RightBRIDGE Annuity Book Management system stands to make a big impact. RightBRIDGE Annuity Book Management helps firms understand where their book of annuity business stands from both a risk and opportunity standpoint.

Empowering financial professionals with AI tools to streamline compliance, accelerate productivity, and improve accuracy

SALT LAKE CITY, April 24, 2024 (GLOBE NEWSWIRE) -- CapitalROCK, the developer of RightBRIDGE has made a preliminary assessment of the DOL’s finalized Retirement Security Rule and amended Prohibited Transaction Exemptions (PTE’s) and will be ready to implement the necessary changes by the rule effective date on or around September 23, 2024. The required changes for the Retirement Security Rule will be in the 2024 release R2 of RightBRIDGE. CapitalROCK has long been a leader in providing best-in-class technology solutions for best interest requirements. The RightBRIDGE regulatory framework provides a unified approach to regulatory requirements of federal and state regulations including Reg BI, PTE 2020-02, state regulations like NAIC Best Interest Model and NY 187 and the new Retirement Security Rule.

SALT LAKE CITY, March 19, 2024 (GLOBE NEWSWIRE) -- CapitalROCK, the creators of the RightBRIDGE Product Suite, is pleased to announce that it has reached an exclusive agreement with Retirement Learning Center (RLC). The agreement makes CapitalROCK the only technology company with access to RLC’s Retirement Plan Snapshots. This gives RightBRIDGE users the ability to license and access advanced retirement plan data that can typically only be found by looking through lengthy plan documents.

SALT LAKE CITY, Feb. 13, 2024 (GLOBE NEWSWIRE) -- CapitalROCK, the makers of RightBRIDGE Systems, is pleased to announce that it has been named the COMPLYConnect Compliance Provider of the Year.

SALT LAKE CITY, Dec. 13, 2023 (GLOBE NEWSWIRE) -- CapitalROCK, the makers of RightBRIDGE Systems, has worked with the Wagner Law Group for legal opinions on DOL related matters for several years. With the recent announcement of the proposed Retirement Security Rule, CapitalROCK requested that the Wagner Law Group review the proposed Retirement Security Rule and provide an initial assessment of the readiness of the RightBRIDGE application for the new requirements of the Retirement Security Rule.