The Advent Insurance Marketplace Powered by DPL (AIM) is an innovative solution that enables financial advisors to incorporate insurance and annuities into their clients' financial plans. It eliminates traditional barriers like high commissions and complex products by offering value-driven, commission-free insurance solutions. AIM provides access to a wide range of best-in-class insurance and annuity products from trusted carriers, along with tools and education to support advisors. The platform integrates seamlessly with SS&C Advent's portfolio management and accounting solutions, allo...
Vendor
SS&C Advent
Company Website
AIM provides advisors with direct access to a wide range of commission-free, best-in-class insurance and annuity products from trusted carriers. The platform integrates seamlessly with SS&C Advent's portfolio management and accounting solutions, including the Black Diamond Wealth Platform, Advent Axys, and Advent APX. This integration allows advisors to manage insurance products alongside other assets, providing a comprehensive view of their clients' financial picture.
Key Features
Product Access and Discovery
- Direct access to commission-free insurance and annuity products
- Tools for product discovery, evaluation, and comparison
Integration and Reporting
- Seamless integration with SS&C Advent portfolio management platforms
- Enhanced insurance reporting capabilities
Education and Support
- Access to educational resources and tools
- Support from DPL's licensed insurance consultants
Benefits
Enhanced Client Service
- Ability to provide holistic financial planning and wealth management
- Deliver guaranteed retirement income, principal protection, and risk mitigation solutions
Practice Growth
- Increase fee-based AUM by billing on insurance solutions
- Attract and retain clients with comprehensive service offerings
Fiduciary Compliance
- Offer commission-free products aligned with fiduciary responsibilities
- Evaluate and recommend products in clients' best interests