About
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.