Advisors need streamlined access to insurance and annuity solutions without leaving their core platform. SS&C Black Diamond’s Annuities & Insurance Marketplace (AIM) integrates annuities and insurance workflows directly into the advisory experience, simplifying research, implementation, and oversight.
Rather than repeating the functionality captured below, this expanded content highlights how AIM improves planning cohesion by consolidating insurance considerations within wealth workflows. Advisors benefit from integrated access and simplified navigation. This approach helps elevate long-term planning conversations and creates more holistic financial strategies.
Integrated Planning Advantages:
Integrated annuity and insurance product access
Streamlined application workflows
Centralized reporting and visibility
Enhanced compliance alignment
Expanded planning capabilities
