Insurance and annuity data to complete the financial picture.
Advisor360° Insurance & Annuities consolidates policy and contract data across life, disability, long-term care, and annuities into the same platform where you manage portfolios, run plans, and serve clients. The protection picture and the investment picture live together. Your advice reflects the whole financial life, not just the accounts under management.
Your Clients. Their Plans. One Place.
Financial planning, embedded in the connected operating system where you already work
Advisor360° Planning, powered by Conquest Planning, seamlessly integrates financial planning into your advisor workday, creating a more connected and engaging client experience. No separate login. No duplicate data entry. No lost context between planning and execution.
The Challenge
Insurance data that lives in carrier portals is advice delivered without the complete picture.
Ask most advisors how much life insurance coverage their clients have, and how quickly they could find the answer. For advisors whose insurance data lives in carrier portals, the honest answer involves multiple logins, a spreadsheet, and the caveat that the numbers might not be current. That is not a data access problem. It is an advice quality problem.
We built insurance visibility into the Advisor360° platform because the convergence of banking, wealth, and insurance is already happening. Coverage gaps go unnoticed. Policy changes go unactioned. Annuity income is not factored into retirement income planning. The advisors who can see the whole wallet today will have conversations their competitors cannot have.
A complete household view that includes protection alongside a portfolio.
Spot coverage gaps. Stay ahead of key changes. Deliver advice that goes beyond investments.
Your clients see the full picture.
Insurance and annuities are visible alongside investments in a single household view. Clients understand their complete financial position, not just the accounts you manage.
Your practice stays proactive.
Subscribe to alerts for key policy and contract changes. A policy approaching maturity, a coverage change, a premium update. You reach out before the client calls, not after.
Your book becomes an insight engine.
Filter and sort across your full insurance and annuity book to identify coverage gaps, follow-up opportunities, and product concentrations based on real policy data.
What you get
Everything you need to see, manage, and act on insurance and annuity data across your practice.
Unified Insurance and Investment View
Life, disability, long-term care, and annuity data visible alongside investment portfolios in the same household view. Not a separate module. Not a separate login.
Data-Fed Policy and Contract Display
Active data feeds bring policy and contract data directly into the platform, organized by household, updated automatically.
Deep Policy and Contract Detail
Face amounts, premium details, maturity dates, beneficiary designations, riders, and convertibility options at the household level, ready before every client meeting.
Practice-Level Book Insights
Filter and sort across your entire insurance and annuity book to identify coverage gaps, policies approaching key dates, and follow-up opportunities.
Manual Entry for Complete Coverage
Manually add policies and contracts when carrier feeds are not available. Completeness does not depend on carrier connectivity.
Household Insurance and Annuity Reports
Generate household-level reports for client meetings, annual reviews, and planning conversations, showing the complete protection picture alongside the investment portfolio.
For Firm Leaders
Wallet share grows when advisors can see the whole wallet.
Firms that are growing insurance and annuity revenue are giving advisors visibility into what clients already own, where gaps exist, and what review opportunities are coming up. When advisors can see the insurance book as clearly as the investment book, the conversations happen naturally. Advisor360° Insurance & Annuities brings that visibility inside the platform, as part of the connected data model, not as an add-on tool.
Give every advisor a household view that includes insurance and annuities alongside investments, enabling holistic advice conversations that expand wallet share.
Enable home office visibility into the insurance and annuity book across the advisor force, supporting distribution reporting and service quality oversight.
Connect new business workflows through integrations with illustration and application platforms.
Deliver on the one wallet promise by bringing insurance data into the same data environment as banking and wealth.
One complete household view — investments, protection, and retirement income managed side by side.
Data-fed display for life, disability, and long-term care policies and fixed and variable annuities. Optional manual entry available for life, disability, long-term care, and fixed annuities.
