Whether you’re making a move to independence as an RIA or you’re already there, don’t leave your book of annuity assets behind.
Through the seamless integration between SS&C’s Black Diamond® Wealth Platform and the Advent Insurance Marketplace (AIM), you can access complimentary resources that enable you to retain or reclaim control of these assets and your client’s experience.
Hear leaders from SS&C, DPL Financial Partners, and Amplius Wealth Management as they discussed how the industry-unique Breakaway Accelerator Program can help you:
- Complete your transition to a 100% fee-based model without leaving assets behind
- Make a seamless move away from your broker-dealer relationship, fees, and FINRA registration
- Retain and protect client relationships while developing your fee-based AUM
- Plus much more