Products

Cetera Introduces My Advice Architect

The tool brings Cetera's three core adviser-driven investment programs together on the same technology platform.

By Rebecca Moore editors@strategic-i.com | May 12, 2017
Page 1 of 2

Cetera Financial Group, a network of independent firms supporting the delivery of objective retail financial advice, announced the launch of the first of its new Advice Architect Ecosystem suite of tools for financial advisers and their clients: My Advice Architect.

My Advice Architect is a technology-driven, investment solutions offering that provides advisers with a seamless and streamlined approach to conducting advisory business. The platform constitutes a key component of the broader Advice Architect Ecosystem, a series of integrated platforms and services that the company will be announcing in the coming months as it works toward its strategic vision of creating a truly advice-centric experience for its advisers and their clients.

My Advice Architect, developed in collaboration with Envestnet, brings Cetera's three core adviser-driven investment programs together on the same technology platform, enabling advisers to serve their clients with an unprecedented degree of flexibility, choice and transparency, the firm says. The new platform is being made available to financial advisers and financial institutions supported by Cetera in a phased rollout across the network, beginning with Cetera Financial Institutions, its firm specifically focused on serving the wealth management programs of banks and credit unions.

Adam Antoniades, president of Cetera says, "We're excited to take the next step forward in our ongoing mission of redefining what it means to provide retail financial advice with the launch of the first platform in our Advice Architect Ecosystem suite of tools—My Advice Architect. With this platform, Cetera is giving advisers the ability to seamlessly match their clients' individual needs with the right investment program—and then offering further options for customization within those programs. My Advice Architect provides our advisers and institutions with a level of flexibility, breadth of investment options and access to expert third-party asset managers that has not previously been available from a single, consolidated source. By rewriting the rules of engagement between advisers and clients with the introduction of breakthrough technologies, Cetera is showing how the advice-centric experience is an idea whose time has arrived."

NEXT: Programs offered