Imeriti, Inc. Acquires New Cap-Tran Software
February 11th, 2009Imeriti, Inc. has acquired Cap Tran Software, a Michigan based provider of leading technology solutions to financial professionals. The acquisition will integrate the software’s capabilities on an Imeriti platform delivering the industry’s best wealth transfer software.
Acquiring this software is a significant milestone and achievement for Imeriti. Over 300 banks and credit unions will have immediate access to the software along with 1,000 independent insurance representatives. Cap Tran has six capital transfer strategies that calculate, illustrate and present the most efficient methods for the intergenerational transfer of wealth. Monthly webinars will be held demonstrating the software’s capabilities as well as Imeriti hosting four certification classes in 2009. All
certified representatives will hold the unique designation of being an Imeriti wealth transfer specialist, giving each individual representative complete access to the software for one year at no cost. There is a considerable advantage being one of the first advisors to use this software and Imeriti wants all customers to take advantage of this incredible opportunity. Please visit www.imeriti.com/captran for more information on this exciting new software tool.

