Trade Management
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Now available to all RIAs and their advisors doing advisory variable annuity business with Pacific Life.
Model
Construct portfolios or asset-class sleeves from more than 100 investment options.
Trade
Execute individual or mass trades on your entire book of Pacific Life advisory variable annuity business.
Manage
Report and bill directly on Pacific Life advisory variable annuities similar to your other client business.
A Refreshingly Streamlined Experience
Advisory Integrations Solutions Director, Jeremy Couch, discusses our latest technology and integration advances along with the launch of our state-of-the-art trade-management platform.
Learning Library
Additional Resources
Tap Into the Powerful Combination of Pacific Life and SS&C's Black Diamond®
Discover how refreshingly easy it is to manage Pacific Life advisory variable annuities on our new trade-management platform! If you do not have a login, please register to use our website first.
SS&C’s Black Diamond refers to SS&C Black Diamond® Wealth Platform. These entities are unaffiliated with Pacific Life. The Black Diamond Wealth Platform is a product of SS&C Advent. © 2023 SS&C Technologies Holdings, Inc. The Black Diamond Wealth Platform is a product of SS&C Advent.
Pacific Life, its distributors, and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor or attorney.
Pacific Life is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.
Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Insurance products are issued by Pacific Life Insurance Company in all states except New York and in New York by Pacific Life & Annuity Company. Product availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues. Annuity products are not FDIC insured, may lose value, and are not guaranteed by any bank.
Variable insurance products are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company and an affiliate of Pacific Life & Annuity Company.
The home office for Pacific Life & Annuity Company is located in Phoenix, Arizona. The home office for Pacific Life Insurance Company is located in Omaha, Nebraska.
For financial professional use only. Not for use with the public.
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