Correct Capital Wealth Management, and advisor Colin Day, are utilizing the Advent Insurance Marketplace integration to access new tools and scale their practice.
PROFILE: As Correct Capital began their their transition to independence, they sought a comprehensive portfolio management and reporting platform and a solution for reviewing and managing their clients’ 100+ annuities — all in a fiduciary capacity.
SOLUTION: Advent Insurance Marketplace Powered by DPL (AIM)
OUTCOME: Through the partnership between SS&C and DPL Financial Partners, Colin could now access a technology-enabled solution. Correct Capital can leverage AIM to transition their legacy annuity business, grow it by having easy, instant access to key data and product information, and identify better solutions through DPL’s product discovery tools.
“AIM helps us holistically scan the insurance marketplace. We can then serve our clients as true consultants in a meaningful and effective way." — Colin Day, DPL Member
What is the Advent Insurance Marketplace?
The Advent Insurance Marketplace (AIM) gives advisors direct access to no-load annuity products, designed to provide benefits for clients and advisors alike. AIM empowers fiduciaries to utilize Commission-Free products by providing access to the education and supporting tools needed to use them effectively. DPL’s insurance technology integrates with SS&C Advent’s advisory portfolio management and accounting solutions to deliver a ground-breaking solution.
How to Think About the Advent Insurance Marketplace Powered by DPL
Integrated Experience: SS&C Advent technology integrates directly into the advisors’ desktop, allowing for a seamless user experience.
Growth Opportunity: The Marketplace provides a technology experience that can accommodate growing annuity business at your firm.
Enhanced Client Service: The “Client Expereince” portal centralizes clients’ information, making everything easily accessible.
To learn more about the Advent Insurance Marketplace and how to access it, call 888.680.0830 to speak with a DPL Consultant.
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