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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.
LouisvilleInsurtechInsurance