Portfolio Management and Data Integrations
Integrate with us on the platform you currently employ and feel most comfortable using.
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Advyzon is a complete technology solution that combines customizable performance reporting, flexible billing, rebalancing, client relationship management (CRM), configurable client portal and mobile apps, document storage, growth tools, and business intelligence on a single, integrated platform. It helps advisors streamline their operations so they can focus on growing their business profitably. It is simple to use, innovative and backed by exceptional client service.
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The Black Diamond® Wealth Platform is an offering of SS&C Advent, a business unit of SS&C Technologies. An award-winning, cloud-based solution, Black Diamond is designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an immersive client portal, and more, the platform also connects to a vast ecosystem of smart integrations. Proactive, personalized attention from a dedicated service team ensures advisors receive access to an elite combination of technology and service. Financial management firms of all sizes leverage Black Diamond to streamline operations, deliver business insights, and connect with both prospects and clients to build long-lasting relationships.
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Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Their open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources. The Envestnet Platform gives you the tools to conquer complexity and drive your success.
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Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers. Envestnet | Tamarac enables investment advisors to run their businesses with greater efficiency, scale and profitability through our custodian agnostic technology platform and outsourced portfolio management services. Tamarac serves over 900 RIA firms, collectively managing more than $1 trillion in assets. Investment advisors that use Tamarac's solution range in size from managing less than $10 million in assets to over $10 billion.
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Morningstar® ByAllAccountsSM is the only data aggregation solution that specializes in the unique demands and challenges of investors and the wealth management platforms who serve them. As a Morningstar solution, powered by more than 20 years of dedicated investment use case experience and offering turnkey compatibility with the industry’s most robust enterprise and client-facing tools, ByAllAccounts unlocks highly enriched investment data that empowers holistic portfolio management, exceptional client experiences, and leading-edge product innovations, so financial professionals and investors can discover new opportunities to optimize wealth.
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Orion Advisor Solutions (Orion) is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, its brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and CLS Investments, create a complete yet modular offering that empowers firms to seamlessly attract new clients; connect goals more meaningfully to investment strategies and outcomes; and ultimately track progress toward each investor’s unique definition of financial success. Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses.
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Advent Portfolio Exchange (APX) is the first integrated portfolio management and client relationship management solution. Spanning the entire enterprise—front, middle and back office—APX is a centralized and scalable platform for portfolio, relationship and prospect data.
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Axys, SS&C Advent’s industry-leading portfolio management and reporting solution, brings speed, accuracy, and flexibility to all portfolio management and accounting functions. Axys provides robust reporting capabilities and operational efficiencies for asset managers and wealth managers looking for a turnkey solution, and for family offices that prefer a proprietary database and extensive library of reports.
Custodians and Clearing
We connect you with licensed professionals that provide the technology and resources to simplify the process of doing commission-free business.
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Charles Schwab provides a dedicated team of licensed annuity consultants available to assist RIAs and their firms with annuity enrollment and provide ongoing support. The service simplifies the purchase process and paperwork, so you can focus on growing your business. There is no additional charge to RIAs who utilize the Schwab Annuity Concierge Service.
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The TD Ameritrade Annuity Desk, a team of non-commissioned annuity specialists, can help you evaluate and understand annuity features, riders, and costs. Think of us as your “outsourced” annuity team—a service provided at no additional cost to you or your clients.
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BNY Mellon’s Pershing is a leading provider of clearing and custody services. We are uniquely positioned to help complex financial services firms transform their businesses, drive growth, maximize efficiency, and manage risk and regulation. Wealth management and institutional firms outsource to us for trading and settlement services, investment solutions, bank and brokerage custody, middle and back office support, data insights, and business consulting. Pershing brings together high-touch service, an open digital platform and the BNY Mellon enterprise to deliver a differentiated experience for every client. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. With offices around the world, Pershing has over $2 trillion in assets and millions of investor accounts. Pershing affiliates include Albridge Solutions, Inc. and Lockwood Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940. Additional information is available on pershing.com. ABOUT BNY MELLON BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of December 31, 2021, BNY Mellon had $46.7 trillion in assets under custody and/or administration, and $2.4 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com.
Insurance and Licensing Providers
With the help of our insurance and licensing providers, fee-only fiduciaries can now access the annuity markets without needing to have insurance licenses.
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The Advisory Solutions Desk is Pacific Life’s in-house licensed insurance team that serves RIAs and their clients by providing access to Pacific Life’s leading-edge advisory annuities. We collaborate with RIAs who wish to work directly with the insurance carrier, while delivering exceptional customer support through every stage of the process. For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Pacific Life is a national brand and part of a mutual holding company structure, which means the company is not publicly traded and the stock market does not drive business decisions, allowing the company to focus on financial strength and long-term strategies that benefit policyholders and clients.
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Our mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. Our partnership commitment is to help you increase revenue, create greater enterprise value, and help you deliver a more comprehensive client experience by incorporating the risk management conversation in your practice.
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DPL Financial Partners is the first and leading Turnkey Insurance Management Platform for RIAs, providing a marketplace of value-driven, Commission-Free products from some of the nation's top carriers. With DPL, advisors are able to more holistically serve their clients with improved pricing and fiduciary implementation of insurance and annuities, ultimately delivering greater benefit to the financial plan and improving retirement outcomes. Through the power of its membership model, DPL helps member firms expand their offering and differentiate their practices by leveraging DPL-exclusive solutions, insights and new, innovative products with unparalleled client value.
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Financial Distributors Group is a national sales organization serving the financial advisory community, specializing in fee-based retirement, guaranteed income and wealth preservation strategies. As a trusted partner to Investment Advisors, FDG provides transparent, insurance solutions that can be seamlessly integrated into a comprehensive wealth plan. Guided by their mission, FDG delivers strategies that serve the best interest of clients and have a positive impact in the growth of an Investment Advisor’s business.
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Halo has built the first connected marketplace for protective investing where financial advisors and investors can choose the right product for their portfolio objectives.
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Palladium Group is a boutique insurance consulting firm with a singular mission: to provide superior consultative, outcome-based insurance solutions to registered investment advisors. Mirroring an advisor’s fiduciary duty, we work alongside RIAs to assess, consult and advise—never sell. We exist to provide advisors with pure, unbiased insurance solutions while delivering maximum value to their clients. Whether the client needs life insurance, annuities, long-term care, or disability insurance, Palladium Group offers insurance solutions to safeguard the financial future RIAs and clients have built together. At Palladium Group, it's about outcomes over incomes. People over products. Success, Insured.
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The Pinnacle Group is a creative strategy and marketing firm specializing in revenue growth for the financial services industry. They partner with institutions and advisors to help them amplify their brand, expand their offerings, and elevate their business by seamlessly integrating turnkey departments and resources.
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RetireOne is the leading, independent platform for fee-based insurance solutions. With offerings from top companies, RIAs may access this fiduciary marketplace at no additional cost to them or their clients. RetireOne continues to grow in its mission to provide advisers and their clients valuable retirement solutions that are simple to use, easy to understand, and delivered with outstanding service.
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RIA Insurance Solutions is the trusted insurance partner for fiduciaries and comprehensive financial planners. From guiding you through insurance planning strategies and educating on product solutions, to helping with data aggregation and reporting, our goal is to make integrating insurance into your practice easy and efficient. Most organizations that provide insurance solutions to RIAs have a rigid approach that only works for a subset of RIAs. RIA Insurance Solutions has a flexible service model with the ability to create a customized approach based on the needs of your business and your clients.
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TruChoice Outsourced Insurance Division (OID) is where Investment Advisory Representatives go for fee-based insurance solutions. We help you bring your clients' insurance assets under your fiduciary umbrella without the paperwork and logistics involved in writing insurance business, allowing you to expand the services you can offer your clients, while providing the additional revenue your business needs to grow. Our FINRA-registered and insurance-licensed OID Specialists serve as your ongoing resource for all things insurance-related. You don't need to hold an insurance license and/or securities registration; we handle it all. With multi-carrier, commission-free, low-cost solutions, as well as the ability to increase your overall AUM without upfront or continual subscription or platform fees, TruChoice OID can help you deliver more client value and revenue to your business.
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One Insurance Solution (OIS) for RIAs, powered by Producers Choice Network, provides the fee-based RIA community with unbiased annuity, long-term care and life insurance solutions in support of their clients' protective planning needs. OIS makes protective planning easier by providing one platform to identify insurance needs and solutions, low-cost commission-free products, concierge support from FINRA registered consultants and control over assets under management.
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The companies listed on this page, excluding Pacific Life Advisory Solutions Desk, are not affiliated with Pacific Life.
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 (Newport Beach, CA) 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.
For financial professional use only. Not for use with the public.
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