Every client value, updated for you.
Swivel Sync is our patent-pending data aggregation — it pulls current policy and account values from two dozen carriers and custodians straight into Swivel. No logging into a dozen portals, no rebuilding a spreadsheet before every review. This is what makes Swivel different.
How it works
Connect once. Stay current forever.
Instead of chasing values across carrier websites, you connect your sources one time and Swivel keeps the numbers fresh — so the data behind every review is already done.
Connect your sources
Link the carriers and custodians you do business with — annuity and life carriers plus AUM custodians.
Swivel syncs the values
Current policy and account values are retrieved automatically and written to each client's record.
Why advisors use it
The end of stale data.
Patent-pending aggregation
Swivel's carrier and custodian sync is unique — the technology behind one source of truth for your book.
Two dozen carriers & custodians
Allianz, Athene, Nationwide, Schwab, Fidelity, and more — with the list always growing.
Annuities, life & AUM
Insurance products and managed accounts in one place — built for advisors who sell both.
No portal-hopping
Stop logging into a dozen carrier sites to check a balance — it's already in Swivel.
Reviews, ready
Because values are current, the Swivel Summary for any client is ready before you sit down.
Find the next opportunity
Synced values feed the cross-sell finder that surfaces maturing annuities and surrender periods ending.
FAQ
Questions, answered.
What is Swivel Sync?
Swivel Sync is Swivel's patent-pending data aggregation. It connects to your carriers and custodians and pulls current policy and account values straight into the client's record — so you never have to log into a dozen portals or rebuild a spreadsheet again.
Which carriers and custodians does Swivel Sync support?
Around two dozen and growing — including major annuity and life carriers such as Allianz, Athene, Nationwide, American Equity, F&G, Global Atlantic, Midland National, and Security Benefit, plus custodians like Charles Schwab and Fidelity for assets under management. Explore the full list of supported carriers & institutions →
Do I have to enter policy values by hand?
No. Once a source is connected, Swivel Sync retrieves current values automatically and keeps them updated — eliminating the manual data entry that makes most CRMs go stale.
What does Swivel Sync power once it's connected?
The synced values flow into the client's contact record, the one-page Swivel Summary, and your reports — including the cross-sell finder that surfaces clients whose values cross a threshold, like maturing annuities.
See your whole book, always current.
See Swivel Sync pull live carrier and custodian values on a quick walkthrough built around the way you sell.