DPL’s innovative technology, Avenew, is designed for and with RIAs.
Thousands of advisors trust DPL’s platform to streamline annuity access, better meet client needs, and grow their business.
20
+
Carriers
75
Commission-Free Products
4,600
+
Annuities in Comparison Engine
8,500
RIA Firm User Base
An end-to-end solution.
For the first time, advisors can seamlessly discover, fulfill, manage, and bill on fee-based annuities for their clients.
Product Discovery Tools
Explore annuities by type and goal, compare annuities to fixed income, solve for an income need, and more
Side-by-Side Annuity Comparisons
Compare a clients’ existing annuity to fee-based alternatives to meet a goal
Goals-Based Recommendations
Find the product that best meets a goal in the financial plan
Downloadable Client Proposals
Save a detailed proposal to help your client make an informed, confident decision
Online Applications, Tracking and Management
Initiate an online application with the click of a button
Contract Management
View detailed data on in-force policies and get product renewal notifications
Data Connections
Get carrier data feeds into your DPL Advisor Dashboard and portfolio management system
Centralized Platform Managment
Assign firm admins to oversee platform management, user access, and activity
Advisor- and Firm-Level Reporting
Run detailed reports with insights at advisor and firm levels
Education for Financial Advisors
Whether you’re an annuity expert or new to the products, we provide the support you need to get your clients into the right solutions aligned with their goals.
DPL University
Our online educational resources for advisors include CE webinars, podcasts, and courses to help you use fee-based annuities and insurance as strategic tools in your holistic financial planning process.
Why Firms Join DPL
Improve outcomes with fee-based annuity and insurance solutions. Elevate your clients’ experience and grow your business.
