The Solution

Elevate your financial planning process with insurance

Today, clients expect holistic financial planning and wealth management services from their advisors, making insurance a critical tool in the fiduciary advisor’s toolkit. However, high commissions, complex products, and a lack of technology have prevented fiduciaries from incorporating insurance benefits into their client’s financial plans. The Advent Insurance Marketplace Powered by DPL (AIM) eliminates those barriers by offering value-driven products to deliver greater client benefits at a lower cost.

SS&C has partnered with DPL Financial Partners to build an award-winning solution that provides access to a wide range of best-in-class insurance and annuity products, tools, and education. AIM delivers guaranteed retirement income, principal protection, risk mitigation, and more with fiduciary-friendly solutions you can bill on to increase your fee-based AUM.

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Why choose this solution

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Repurpose legacy annuities to improve client outcomes in the financial plan
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Bring held away assets under your fiduciary management
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Provide protection from unexpected health events
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Mitigate risk in the portfolio
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Deliver guaranteed lifetime income
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Potentially improve fixed income returns without assuming additional market risk
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Benefit from seamless integration with SS&C Advent platforms

Request a demo

Partner with the leading insurance marketplace to access a wide range of insurance and annuity products directly from trusted carriers. Please complete the form below and one of our representatives will contact you shortly.