Cetera Partners with Advanced Time Segmentation on AI Tools for FAs  

Cetera Financial Group has entered into a joint venture with Advanced Time Segmentation, an AI-backed retirement income planning tool, to provide financial advisors with access to various strategies for their clients.  

With the alliance, Cetera-affiliated advisors will obtain access to an AI voice system, the QuickStart planning engine, a household income tracking system, and a real-time planning system that will allow advisors to make adjustments for their clients.  

Additionally, advisors will be allowed to gain access to ATS’ proprietary structure, which is an “intuitive, goal-based investment planning system” that aligns client assets with their income to provide accurate planning feedback for various scenarios, including market volatility. 

“This collaboration brings our time-tested planning methodology to an even broader advisor community at a time when market volatility has made clarity and confidence a top priority for advisors’ clients,” Paul Escudero, managing director at Advanced Time Segmentation, said. “Cetera advisors now have a powerful solution that features the latest AI technology simplifying the income planning process and strengthening client relationships.” 

The partnership will “enhance” client and advisor relationships and boost financial and retirement planning efficiency, the firm said. 

Cetera manages about $246 billion in client assets, with approximately 12,000 advisors using Cetera’s platform, the firm said.