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DPL teams up with Envestnet for data integration

Nov 12, 2024•over 1 year ago

Contract Type

partnership

LouisvilleInsurtechInsurance

Description

DPL Financial Partners announced its live data integration with advisor technology provider Envestnet. The integrated feed allows users on Envestnet’s Wealth Management Platforms for advisors to report on annuity and insurance products on their platforms. The partnership aims to enable a complete advisor experience by addressing the needs to incorporate annuity and insurance assets as part of their clients’ overall portfolios.

Company Information

Company

DPL Financial Partners

Location

W Dry Creek Circle

Louisville, Kentucky, United States

About

DPL Financial Partners is the leading commission-free annuity marketplace bringing best-in-class solutions from the nation's top carriers to registered investment advisors (RIAs), their clients, and consumers. DPL's products, proprietary tools and embedded technology enable RIAs to incorporate insurance and annuities into their practices to more holistically serve their clients. Clients benefit from products that offer competitive pricing and transparent, fiduciary implementation to meet a range of needs in the financial plan.

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Agreement Insights

Based on industry data
Strategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
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