PlanFacts financial planning solutions are developed by Zuryc, Inc.
About Zuryc, Inc.
Zuryc is a partner to its clients, solving business problems with technology solutions. By eliminating the burden of traditional IT obstacles, Zuryc’s seasoned professionals deliver an experience focused on security, scalability, and speed. With a keen ability to anticipate tomorrow’s needs today, Zuryc pairs customers with technology that evolves as business goals change, and that anticipates and avoids obsolescence. Zuryc leverages over three decades of experience in the information technology industry, with service areas including: security and cyber defense; IT as a Service (ITaaS); cloud technology; business technology; and hardware.
Henry Doss
Chief Executive Officer
Cyrus Hurley
President
Richard Evans
Chief Financial Officer
Derek Sanderson
Chief Technology Officer
Founded in 1981
Founded in 1981 as Impact Technologies Group, Inc.
Created Software for Handheld Computers
Including: TimeTrac, Portafinance, PortaCalc, PortaStat, PortaGraph
Solved Universal Life Dilemma
By creating the industry’s first mobile sales software: Universal Life Illustrations, Business Continuation, Term Illustrations, Needs Analysis, Estate Tax Analysis, Investment Alternatives.
Invented Memory Chip Technology
Doubled capacity of hand held computer
Visual Illustrations
Invented techniques for including charts and diagrams in policy illustrations and sales aids, that didn’t require expensive graphic cards
Pioneered automated worksite marketing techniques.
Maxcess
Policy editor for rapid development of illustration software
Patent
Patented technology for self-documenting calculations
Monte Carlo Method
Introduced and perfected application of hte true Monte Carlo method to a complete financial plan (not just investments).
Web Services
Started offering calculations as a web service.
Microsoft Grand Prize Winner
Won Microsoft’s prestigious grand prize for office innovation, for our collaborative financial planning platform, PlanLab.
Invented technique for drawing financial cash flows
Drawing cash flows by dragging and dropping components and connecting them with transaction arrows.
Joint Limra Venture
Partnered with LIMRA to create an award winning tool for starting retirement discussions.
Patent
Patented a novel method of displaying and selecting optimal Social Security strategies—one of our most copied inventions!
PlanFacts
Mobile optimized suite of tools for lead generation and goal based planning.
ImpactBots
Introduced bot technology as a solution for agents in the field receiving quoting and policy information.
Zuryc
Impact Technologies Group, Inc. merges with Zuryc, Inc. under the Zuryc name. Read the press release
Zuryc, Inc.
Phone: (704) 688-4000
Fax: (704) 549-5700
Email: info@zuryc.com
