(Bolly Inside) - The latest technology news in the wealth management sector: Cetera Financial Group partners with Wealth Access to provide accurate insights into clients’ financial lives.
- Cetera Financial Group Partners With Wealth Access To Offer Customer Data Insights.
- Partnership Aims To Provide Advisors And Financial Institutions With Accurate Pictures Of Clients’ Financial Lives.
- Cetera Oversees More Than $475 Billion In Assets Under Administration And $190 Billion In Assets Under Management.
Digital Digest: The Latest Tech News: Cetera, Wealth Access
In a recent development, Cetera Financial Group has teamed up with Wealth Access to revolutionize the way advisors and financial institutions gather and analyze client data. This partnership aims to provide a comprehensive view of clients’ financial portfolios, enabling advisors to make well-informed decisions in their clients’ best interests.
Efficient Data Gathering for Informed Decisions
David Benskin, the founder and CEO of Wealth Access, highlighted the need for an efficient solution to gather data from a client’s financial portfolio. With this collaboration, advisors can now access all relevant information in one place, empowering them to make accurate decisions regarding their clients’ assets.
Looking Towards the Future
Cetera Financial Group’s CEO, Mike Durbin, expressed excitement about the partnership with Wealth Access, emphasizing the importance of integrated solutions for financial institutions and advisors. This strategic alliance aligns with Cetera’s vision of providing cutting-edge solutions for its clients in the ever-evolving wealth management landscape.
By Delia Reynolds
February 29, 2024
