Cetera Financial Group provides a comprehensive platform and support services for independent financial advisors and institutions, enabling them to transition assets quickly and grow their practices. Its white‑glove onboarding moves 95% of AUM within 45‑60 days, while the proprietary Advice‑Centric Experience offers customizable marketing, client collaboration tools, and compliance resources that help advisors increase revenue and deepen client relationships.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisors often face lengthy, cumbersome client onboarding processes and slow transitions of assets under management, which hinder practice growth and limit the ability to deepen client relationships.
Solution
Cetera offers a proprietary platform combined with a white‑glove onboarding service that streamlines the transfer of client assets, achieving an average of 95% AUM transition within 45–60 days. The platform includes the Advice‑Centric Experience®, which provides tools for collaborative client interactions, customized marketing, and brand‑building content. By automating administrative tasks and delivering tailored growth resources, advisors can expand their practices up to 50% faster than peers while maintaining a high level of client engagement and satisfaction.
Target Audience
Primary customers are independent financial advisors and advisory firms seeking efficient onboarding, asset transition, and scalable practice growth solutions.
Features
- Dedicated onboarding team that manages asset transfers and setup, reducing transition time to 45‑60 days
- Integrated client collaboration suite that enables real‑time advice sharing and relationship tracking
- Customized marketing plans and content libraries to strengthen brand presence and attract new clients
- Advice‑Centric Experience® framework delivering flexible, purpose‑driven workflow tools for advisors and institutions
- Cloud‑based platform with secure data handling and analytics to demonstrate advisory value and monitor performance