Springfield, Mass., June 7, 2021 – For the first time, a client’s financial investments and protection portfolio can be seamlessly accessed and viewed in the fully consolidated and secure Advisor360° platform through Massachusetts Mutual Life Insurance Company (MassMutual).
The Advisor360° platform — built with input from financial professionals over the past several decades — now brings together financial protection and investment product portfolios and, most importantly, enables financial professionals to prepare for client reviews with a single click, versus manually compiling reports over what used to take hours or sometimes days.
“Spanning centuries, financial professionals have had many reasons to choose to affiliate with MassMutual, including our continued commitment and investment to support them in helping their clients secure their future and protect the ones they love in a fast-paced, ever-changing world,” said John Vaccaro, head of MassMutual financial advisors. “Our ability to invest in ways that help their businesses thrive and deliver meaningful value to clients is what sets MassMutual apart.”
Through a single unified application fueled by tightly integrated back office systems, data, and front-end workflows, financial professionals can now manage their practices more effectively and efficiently while providing a comprehensive experience for their clients that’s secure and accessible from any device, anywhere, any time.
“It has been an incredible journey to get to where we are today, delivering something that the industry has never experienced before,” said Darren Tedesco, president of Advisor360°. “The enhanced Advisor360° platform enables financial professionals affiliated with MassMutual to deliver value to their clients at a very different level than their peers. The system allows them to become a ‘personal CFO’ for their clients through a consolidated view of everything that has financial impact on a client’s life, including accounts and policies that they do not directly manage, allowing them to more seamlessly provide guidance and deliver positive outcomes for their clients.”
Through the Advisor360° platform, configurable client dashboards can be created by users, enabling a simpler view into progress toward goals and increased collaboration with clients. Additionally, tax documents, wills, trusts, and other important items can be stored and accessed in a secured online client portal.
“This is a game changer for MassMutual, financial professionals associated with us, and their clients,” concluded Vaccaro.
MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. Founded in 1851, the company has been continually guided by one consistent purpose: we help people secure their future and protect the ones they love. With a focus on delivering long-term value, MassMutual offers a wide range of protection, accumulation, wealth management and retirement products and services. For more information, visit www.massmutual.com.
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Based near Boston, Advisor360° is the only SaaS platform that combines client household information, performance reporting, financial planning, insurance, proposal generation, trading, model management/rebalancing, operations, workflow, analytics, document imaging, fee-billing, compliance and a client-facing portal in one system. Advisor360° supplies the unified, integrated data that advisors and their enterprises need to run their businesses, support their clients and scale.