Clients expect their advisors to bring together every aspect of their financial lives. They want help connecting the dots across investments, retirement, insurance, and beyond with integrated, end-to-end financial guidance.
The SS&C Black Diamond® Wealth Solutions Annuities & Insurance Marketplace (AIM) helps advisors meet these expectations by providing integrated access to a broad range of annuity and insurance solutions. This enables advisors to deliver more complete, client-centric plans.
Growing Adoption Reflects Advisor Demand
Advisors are turning to AIM in increasing numbers. Since launch, the marketplace has supported over $1 billion in fee-based annuity solutions across a growing network of firms and products. Engagement continues to rise, with more than 4,000 advisors using AIM to streamline workflows, compare solutions, and enhance planning experiences. This momentum reflects the strength of the partnership with DPL Financial Partners and the carrier ecosystem that has helped shape AIM from the beginning.
AIM was developed in partnership with DPL to help advisors discover, fulfill, manage, and bill on annuity and insurance solutions as part of a holistic planning process. DPL’s integrated technology, tools, and educational resources are purpose-built to support fee-based advisor workflows and advisory business models. Our carrier partners – Allianz Life Insurance Company of North America, MassMutual Ascend Life Insurance Company, Midland National Life Insurance Company, Pacific Life Insurance Company, and Security Benefit Life Insurance Company – remain deeply engaged in creating a modern, advisor-friendly experience. Their ongoing collaboration ensures AIM continues to reflect real advisor workflows and client needs, not just product availability.
Continuous Innovation, Real Impact
As adoption grows, so does the pace of innovation. One of the most impactful recent enhancements is the expansion of prepopulation across all AIM carrier products. Advisors can now complete applications faster and with fewer errors, reducing friction and streamlining the overall experience. It’s a small workflow shift that makes a meaningful difference in day-to-day efficiency.
We continue to invest in the capabilities that matter most to advisors. Our key focus areas include:
Expanding the carrier offering: We plan to bring additional carriers into AIM this year, increasing choice and flexibility for advisors.
Enabling annuity transition at scale: Powered by DPL’s rules-based analysis engine, the new Annuity Review tool evaluates legacy contracts, compares them to fee-based alternatives aligned with clients’ goals, generates client-ready proposals, and prepopulates applications within AIM. The result is a scalable, compliant, and efficient process that helps advisors unlock value in existing annuities for both clients and firms.
Simplifying workflows: A steady cadence of platform enhancements designed to reduce friction and deliver a more seamless, end-to-end insurance experience.
Designed for What’s Next
AIM continues to evolve to provide advisors with a modern, intuitive, and efficient way to incorporate modern annuities and insurance into their planning toolkit. Continuous feedback from advisors who use it every day helps shape AIM, ensuring it meets the real-world needs of firms and the clients they serve.
As advisors take on broader roles in their clients’ financial lives, seamlessly connecting investments, retirement, and protection is essential to delivering holistic advice. With stronger workflows, an expanding carrier ecosystem, and ongoing innovation, AIM is helping turn integrated advice from an aspiration into a scalable reality.
The future of advice will be defined by how effectively advisors unify all aspects of a client’s financial life, and AIM is built to help make that possible.
To learn how SS&C Black Diamond Wealth Solutions supports insurance and annuity strategies, request a personalized demo, call 1-800-727-0605, or email info@sscblackdiamond.com today.
