Product Brief
AIM’s Breakaway Accelerator Program
You no longer need to leave your book of annuity assets behind when you become an independent RIA.
Are you making a move to independence as an RIA? Don’t leave your book of annuity assets behind. Through the seamless integration between SS&C’s Black Diamond® Wealth Platform and the Advent Insurance Marketplace Powered by DPL (AIM), you can access complimentary resources that enable you to retain control of these assets, and your client’s experience, as you break free from your former broker-dealer.
Product Brief
AIM’s Breakaway Accelerator Program