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DPL Financial Partners connects to Milemarker to sync commission-free insurance and annuity product data and client policy holdings for fee-only advisors. The integration enables RIAs to incorporate DPL's insurance solutions into comprehensive client reporting.
Overview.
DPL Financial Partners connects to Milemarker to sync commission-free insurance and annuity product data and client policy holdings for fee-only advisors. The integration enables RIAs to incorporate DPL's insurance solutions into comprehensive client reporting.
How it works.
Real-time data sync via a secure API connection. Data synced includes: Policies, Insurance Holdings, Product Data.
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