For the first time, a client’s financial investments and protection portfolio can be seamlessly accessed and viewed in the fully consolidated and secure Advisor 360° platform through the Massachusetts Mutual Life Insurance Company (MassMutual).
The Advisor 360° 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. John Vaccaro, head of MassMutual financial advisors commented:
“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. 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. Darren Tedesco, president of Advisor 360°, also added:
“It has been an incredible journey to get to where we are today, delivering something that the industry has never experienced before. The enhanced Advisor 360° 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 a 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 Advisor 360° 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.