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SMArtX Advisory Solutions Expands Partnership with SS&C s Black Diamond Wealth Platform
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Eaglebrook Advisors Announces Integration with SS&C s Advent Custodial Data® Network
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Pacific Life Announces Data Feed Into SS&C’s Advisory Solutions
February 2, 2021 GMT
NEWPORT BEACH, Calif. (BUSINESS WIRE) Feb 2, 2021
Continuing the commitment to make it easier for registered investment advisers (RIAs) to integrate annuities into clients’ portfolios, Pacific Life announced that it is now providing annuity data to SS&C Technologies’ Advent Custodial Data Network via the Pacific Life data interface.
RIAs and fee-based advisers can now access Pacific Life’s two advisory annuities, Pacific Odyssey® and Pacific Index Advisory®, using SS&C’s Black Diamond® Wealth Platform, APX and Axys. With the addition of Pacific Life annuity data, Advent Custodial Data users can benefit from a more holistic view of their clients’ portfolios and investments, simplifying the reporting and reconciliation process.