Protect client best interests while growing your business
Gain actionable insights to help fuel growth for you and your advisors
Easily spot opportunities to generate revenue from inforce assets
Manage risk and grow revenue from one digital insurance platform
Proformex is a data and technology platform purpose-built for financial professionals and institutions to manage life insurance and annuity assets. With deep data and technology expertise, Proformex connects customers to critical information about their life insurance and annuity businesses and helps them make better informed, data-driven decisions. With Proformex, financial professionals have the technology tools needed to proactively manage life insurance and annuities and enhance value for their clients.
Learn more about Proformex at www.proformex.com.
Please use the following colors when referencing the Proformex brand.
Please reference this folder for the following.
The Proformex logo is a universal signature we use across all our communications. We want it to be instantly recognizable, so consistency is important—please don’t edit, change, distort, recolor, or reconfigure it.
Our logo includes both the glyph and wordmark. Please be sure each element is spaced correctly.
Please use our two-color logo most of the time. Our glyph color may change in special circumstances but keep the wordmark in white or black.
If you’re creating a composition, please put the Proformex logo or glyph in one of the four corner areas, or center it on the page.
We have three versions of the glyph.
Products are the only sub-brand logos within our system. Programs and initiatives don’t have custom logos.
Depending on the context, you can use an additional color from our brand palette for the glyph and the product name. Please don’t put the glyph in one color, and the name in the other. They should always be the same.
Use of our brand materials
Please don't use our name, logos, or screenshots ("brand materials") in ways that may be confusing, misleading, or suggest our sponsorship, endorsement, or affiliation. For example, your name and logo should be more prominent than the Proformex name or logo. And please don't edit or change the Proformex logo — we like it how it is!
Please check in with us before using our logo on websites, products, packaging, manuals, or for other commercial or product use. It's ok to say in text "works with Proformex" or "compatible with Proformex" (as long as it's true!)
You can use our brand materials for educational and instructional purposes, but please remember that it shouldn't be confusing or misleading, or suggest our sponsorship. We generally don't allow use of our logos or screenshots on book covers, for example.
Also remember to include this statement (or something like it) in your printed materials: "(Title) is not affiliated with or otherwise sponsored by Proformex, LLC"
Please don't use our name as a part of your company or service name, website name, trade name, or product name. Don't use our logo or incorporate our logo into yours. Don't use a domain name containing "Proformex" or any confusingly similar words.
Developers of our API can use brand materials in accordance with our Developer Branding Guidelines.
If you use Proformex and want to use our logo to link to our site, you can use our logo if it meets the rest of these guidelines. For example, "we use Proformex! [linked logo or link near logo]" or "here's a photo set (hosted on Proformex!)."
While we make lots of t-shirts with our logo on them, we don't generally allow third parties to make, sell, or give away anything with our name or logo on it.
Please email David Morris at dmorris@proformex.com or call 855-341-1331.
By using Proformex brand materials, you agree to the Proformex Terms of Service, these Proformex branding guidelines, and all Proformex rules and policies, as may be updated from time to time. You also acknowledge that Proformex is the sole owner of Proformex trademarks, promise not to interfere with Proformex's rights in them, and acknowledge that goodwill derived from their use accrues only to Proformex. Proformex may review use of the branding materials at any time and reserves the right to terminate or modify any use.
We'd love for you to see the Power of Proformex in action.