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Advisory technical resources

Your Allianz RIA team includes specialists dedicated to helping investment advisors implement insurance in portfolio construction, model annuities in select financial planning tools, establish data and technology connectivity, and facilitate client onboarding.

Portfolio construction

Our CFPs will work with you to analyze how implementing an annuity in a portfolio can help you more efficiently plan for longevity, and quantifiably improve financial outcomes.

Financial planning

We have in-house fintech experience to help model annuity products in popular planning software, like eMoney and MoneyGuidePro, so you can help improve your clients’ confidence by better demonstrating the value of insurance.

Platform integration

While platform integration can be difficult to navigate, it’s important for a seamless client experience. That’s why we have dedicated support to guide you through the process of establishing direct annuity data feeds with many of the largest platforms in the industry, including Black Diamond Wealth Platform, Envestnet, Envestnet|Tamarac, and Orion Advisor Solutions.


What can we do for you?

Learn more about Allianz and how we help people meet their financial goals.

Allianz Life Insurance Company of North America (Allianz) does not provide financial planning services.