What:
MassMutual has launched the Advisor360° platform, through which a client’s financial investments and protection portfolio can be accessed and viewed.
Why:
To help financial professionals manage their practices more effectively and efficiently while providing a comprehensive, secure and accessible experience for their clients via a single unified application fueled by tightly integrated back-office systems, data, and front-end workflows.
How:
- The Advisor360° platform brings together financial protection and investment product portfolios, enabling financial professionals to prepare for client reviews with a single click versus manually compiling reports.
- 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.