Advisor360 Access and Fees

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Access Fee

Reference this guide for fees charged based on contract type-> Advisor360° access and fees by contract type.pdf

Access to A360

Access is not automatically provisioned for contract types with fee (Ex, firm staffs, assistants). The A360 Exception Request Form.pdf must be submitted by PDS with GA approval.
To terminate access, the exception request form must be submitted by PDS with GA approval.

Access Level

All Agency / Firm access – full access to all agents may be granted (Ex. PDS, Site Coordinator, ASOs, etc.)
- PDS submit request to A360 User Exception Request <A360userexceptionrequest@massmutual.com>
- If advisor has all agency access, the assistant who has proxy to the advisor will only be able to access the advisor's, NOT the entire firm
Agent proxy access
- ATS / PDS submit request via IAMSTRONG
- If advisor has proxy access to other advisors, the assistant who has proxy to the advisor will also has access to the other advisors
Business Unit – CRM sharing (Ex, tasks, activities, workflow, custom fields, etc.)
- PDS submit request to A360 Relationship Manager