ING US said the platform consolidates a household's financial information into one place and enables advisors and clients to analyze budgets, investments and retirement projections.

Other features include the ability to upload and store documents such as wills, financial statements, tax returns and reports, and reminders that can be customized based on key triggers, ING US said.

The new platform will be available in the fourth quarter to the 1,500 investment advisor representatives who are part of the ING Financial Partners network.

"Our new platform will help to increase real-time collaboration with clients. Clients want a complete view of their financial picture at their fingertips, while advisors want tools that help them assess their clients' financial situation and take action," said Andre Robinson, head of advisory business development at ING Financial Partners.