Cetera partnership promises 360-degree view of clients’ finances
Cetera advisors looking for a holistic view of their clients’ finances may soon see that wish granted thanks to a new technology partnership.
The broker-dealer giant has just unveiled a partnership with Wealth Access, an enterprise fintech provider that specializes in unifying and enriching data from across multiple sources to let financial institutions deliver hyper-personalized experiences to their clients.
“The industry has long needed an efficient solution to gather data from a client’s financial portfolio and have it in one place,” David Benskin, founder and CEO of Wealth Access, said in a statement. “I am proud to say it now exists.”
As client demands for comprehensive wealth advice and digital services continue to grow, personalization has emerged as a theme to watch. Tech providers have taken notice, with notable names like Riskalyze and AssetMark taking cracks at solving the problem for advisors looking to stand apart with tailored services.
While fintech firms have certainly made great strides over the years, a truly all-seeing real-time data solution may remain that metaphorical Holy Grail for the foreseeable future.
Cetera said Wealth Access’s capabilities will give its financial professionals and institutions the ability to access the most up-to-date and complete financial data possible for their clients from across several areas including brokerage, trust and digital banking.
“We are excited to partner with an industry leader who embraces the importance of empowering financial institutions and advisors to serve their clients most efficiently and effectively,” said LeAnn Rummel, CEO and president of Cetera Investment Services.
“Cetera is proud to consistently lead the industry in providing technology
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