Fully consolidated digital platform
for financial investment and protection solutions with Advisor360°®
now available from MassMutual Eastern Pennsylvania
Secure experience features 1-Click Reviews® for clients
Now available MassMutual Eastern Pennsylvania, a client’s financial investments and protection portfolio can be seamlessly accessed and viewed in the fully consolidated and secure Advisor360° platform through the agency’s relationship with Massachusetts Mutual Life Insurance Company (MassMutual).
The Advisor360° platform — originally designed and built by Commonwealth Financial Network, which was recently ranked highest in Independent Advisor Satisfaction among Financial Investment Firms for the eighth consecutive year by J.D. Power, with input from financial professionals over the past several decades — brings together financial protection and investment product portfolios and, most importantly, enables financial professionals to prepare for client reviews with a single click, versus manually compiling reports over what used to take hours or sometimes days.
“Through a single unified application fueled by tightly integrated back office systems, data, and front-end workflows, financial professionals with MassMutual Eastern Pennsylvania can manage their practices more effectively and efficiently while providing a comprehensive experience for their clients that’s secure and accessible from any device, anywhere, any time,” said Joseph P. Mallee III, CEO and General Agent at MassMutual Eastern PA
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.
Visit easternpa.massmutual.com to learn more.