We recently had a chance to talk with Eli George, VP of Solutions Management with SS&C Advent, a member of the ThinkAdvisor Luminaries class of 2021. Also joining us was David Lau, who is a CEO of DLP Financial Partners. DPL partnered with SS&C Advent in launching the Advent Insurance Marketplace for fee-only advisors.
SS&C Advent was an award winner in the category Products, Programs & Services – Other, under the broader category of Dealmaking and Growth Luminaries.
Eli discussed Advent’s Black Diamond Platform which is a comprehensive financial planning and solutions platform for RIAs and fee-based advisors. Comprehensive solutions for life and disability insurance and annuities for these advisors was a missing component of the platform. The partnership with DPL allowed SS&C advent to add this crucial piece to their platform for advisors.