Cetera Partners with Wealthtech Platform
Cetera Financial Group, a financial advisor wealth hub owned by Cetera Holdings, announced a partnership with Wealth Access, a wealthtech platform.
The platform allows advisors and financial institutions to create “360-degree views of a client’s most accurate and current financial picture across brokerage, trust and digital banking,” the firm said.
Cetera’s clients will have access to the integration, which brings new efficiencies for advisors and financial institutions seeking clients’ latest information.
“Cetera is proud to consistently lead the industry in providing technology solutions that deliver efficiency for both advisors and clients,” said Mike Durbin, CEO of Cetera Holdings. “This partnership with Wealth Access aligns with our vision as we look toward the future of integrated solutions for our financial institutions and advisors.”
“The industry has long needed an efficient solution to gather data from a client’s financial portfolio and have it in one place so advisors can make the most well-informed and accurate decisions in their client’s best interest regarding their assets,” added David Benskin, founder and CEO of Wealth Access.