Statutory Reporting

: Putting the Plus in Wings Plus™

We have added to Wings Annual Statement everything you might need for regulatory financial reporting and tax compliance – all in one place, all in one flexible service, all from the same company. Sort of a plus, wouldn’t you think? Hence, the name Wings Plus. With Wings Plus, you can get:

»   Annual Statements

Prepare annual and quarterly statutory financial statements using automated tasks. Collaborate with all users and reporting locations in one reporting environment in real-time. Track and log all user and statement activity for strong internal financial controls and solid records of who changed what, where, and when. Without using IT, users can create reusable templates of their Excel worksheet data and import the data directly into statements without copy-and-paste. » Click here to read our product brief.

»   State Financial Filing Forms

Complete all of the “other” additional state filing financial filing and compliance forms required by state regulatory agencies, health insurance boards, state officials, and other organizations or branches. Trace data in pre-populated state forms back to their origins in annual or quarterly statements via the Wings Plus database. » Click here to read our product brief.

»   Premium Tax

Share data between tax forms and annual statements. Update and populate applicable tax fields with common data from annual statements. Document and enforce company financial control policies. » Click here to read our product brief.

»   Risk Location

Collect all of your municipal tax, fee, contact, and due-date information instantly. Import jurisdiction data into source systems for processing. Look up addresses within municipal tax states to determine individual liabilities and applicable regulations. » Click here to read our product brief.

»   Unclaimed Property

Manage various state-specific reporting, due diligence, and record retention requirements. Create unclaimed property reports in all state-specific formats, verification checklists or coversheets, and internal reports with assurance that NAUPA has already approved. » Click here to learn more.

»   Portfolio Accounting and Reporting (PAR)

Create investment transaction reports according to the most recent NAIC regulations. Run Schedule D and management reports, verify your Gain/Loss balances, and collaborate with your fellow accountants, brokers, and bank custodians in real-time. » Click here to read our product brief.

»   Compliance Calendar

Have all of your deadlines and forms for NAIC, state, and tax filings dynamically assembled and visible in one place. Access detailed information and supporting documentation for each unique filing event. Discover a cohesive way to streamline your entire reporting process. » Click here to read our product brief.

»   WingsLink Live

Confidently analyze annual and quarterly statement data knowing it’s accurate and up to the minute. Set up a stream of custom processes that read and update your annual and quarterly statement data.» Click here to read our product brief.

Wings Plus is the only complete, customizable regulatory reporting suite on the market and it's available via the cloud or as a local installation . But don’t take our word for it. Ask our competitors. We’ll talk to you after that. 

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