Amanda Yoho identified a problem in financial services nobody was doing anything about: life insurance and annuities were the only financial products in a client’s financial life that nobody was actually paying attention to. First as CTO and now as President, Amanda led Proformex to build the data and technology infrastructure needed for centralizing complex, hard-to-access carrier data, integrate it directly into the platforms advisors already use, and apply intelligence that turns historically unmanaged financial products into actively managed financial solutions. Proformex now monitors nearly six million annuities and life insurance policies and more than $3 trillion in life and annuity contract value. In the last two years, Proformex has helped its partners protect billions in client assets, generate tens of millions in new sales for firms, and ensure the financial security of thousands of individuals and families.