Advisor360 Access and Fees

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