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Pacific Life Announces Data Feed Into SS&C’s Advisory Solutions
Direct data feed simplifies the addition of annuities into clients’ overall financial picture.
NEWPORT BEACH, Calif. – Feb 2, 2021 — Continuing the commitment to make it easier for registered investment advisors (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 advisors 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.
Pacific Life’s dedicated RIA channel team, Pacific Life Advisory, is focused on creating competitive, fee- based annuities and helping financial professionals incorporate them into their practices. Simplified technology integrations are a priority, and the company continues to team up with new custodians and insurance-licensing firms to make it as easy as possible to include annuities in clients’ portfolios.
For more information about Pacific Life, its retirement solutions, and participation in the Advent Custodial Data Network, contact Jeremy Couch, director of Advisory Integrations for Pacific Life’s Retirement Solutions Division, at Jeremy.Couch@PacificLife.com.
SS&C and Pacific Life are separate, unaffiliated firms that are not responsible for each other’s services or policies.
About Pacific Life
For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative products and services that provide value and financial security for current and future generations. Pacific Life counts more than half of the 100 largest U.S. companies as its clients and was named one of the 2020 World’s
Most Ethical Companies® by the Ethisphere Institute. For additional company information, including current financial-strength ratings, visit www.PacificLife.com.
Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count as of June 2020 is compiled by Pacific Life using the 2020 FORTUNE 500® list.
About SS&C Technologies, Inc.
SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. Some 18,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Pacific Life is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.
You should carefully consider a variable annuity’s risks, charges, limitations, and expenses, as well as the risks, charges, expenses, and investment goals of the underlying investment options. This and other information about Pacific Life are provided in the product and underlying fund prospectuses. These prospectuses are available from your financial professional or at www.PacificLife.com. Read them carefully before investing.
Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Insurance products are issued by Pacific Life Insurance Company in all states except New York and in New York by Pacific Life & Annuity Company. Product availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues.
Variable insurance products are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA), and an affiliate of Pacific Life & Annuity Company. Variable and fixed annuity products are available through licensed third parties.