AdviceWorks provides a centralized hub and client interface portal, making it easier for you, your clients, and your team to stay connected. One place where everyone can work together -- even when they can’t be together. AdviceWorks is an easy-to-use digital platform that allows you to share information with clients in multiple ways, gives them a complete view of their financial picture, store and share their most important documents and interact with you in shaping financial plans. Enhanced dashboard personalization, private contacts, and private folder access for prospects are just some of the features you can leverage to make the system work best for you.
- SmartWorks – an Advisor workstation to increase productivity and streamline your workflow and operations. Advisors and their staff can use it for business submission in a secure/compliant manner, with integrated workflow and document storage capabilities, allowing an advisor to run a paperless office.
- My Advice Architect – a single platform for all your advisory account management needs - comprised of four programs that offer a true Unified Account Management experience. Accessed through a single web-based interface, the platform offers full flexibility and control in how you implement investment solutions for your clients.
- Redtail – Industry leading web-based CRM, convenient access to client information – anywhere, anytime
- MarketingCentral – a comprehensive marketing platform that allows you to automate your efforts and deepen client relationships in order to grow your business.
- Albridge Wealth Reporting – a comprehensive, web-based consolidated statement and performance reporting platform that also allows online client access
- Riskalyze - eliminate useless risk tolerance stereotypes. Use leading scientific theory to objectively pinpoint an investor's Risk Number, whether you’re across the room or across the world.
- Decipher™ - Cetera’s client discovery tool that helps individuals see the underlying feelings behind their financial choices.
- AdvicePay – an easy way for you to offer a fee-for-service billing model, opening up your practice to new opportunities for growth.
- Morningstar Reports – a full suite of investment, research and portfolio analysis tools
- Money Guide Pro – an integrated suite of web-based Financial Planning and Retirement Planning Software products to create fast and easy Goal Planning, Insurance Needs, and Investment Planning reports for clients.
- Emoney - an easy-to-use, web-based, comprehensive financial planning and account aggregation platform. The Wealth Management system is designed to give Advisors a single access point to securely view all of your client’s financial information.
- ID360 – an easy-to-use, sophisticated identity theft protection platform, offering clients a proprietary Annual ID Checkup, Monthly ID Monitoring, and professional Recovery Services.
- SetIncome – a retirement income solution that allows you to generate retirement income plans for your clients, helping you increase wallet share with existing clients by offering comprehensive support to clients who are ready to retire.
- Fit-To-Retire ® (FTR) – designed to help Baby Boomers transition to a successful retirement on every level by measuring a client’s preparedness and enthusiasm related to the following areas: Self-Identity, Health & Nutrition, Personal Relationships, Social and Financial. Provides a customized checklist of preretirement to-do’s and generates a personalized “playbook” of suggested goals and activities for the new retiree.
- Insurance Solutions – a platform built to help you position and conduct life insurance business through Cetera Advisor Networks by streamlining the insurance process, enabling quick term insurance submissions and providing planning tools and feature insurance calculators.
- Learning Center – a Cetera SmartWorks tool that helps advisors and their teams with their training and compliance needs and requirements.
- Morningstar Annuity Intelligence – a research tool that helps uncover the strengths and weaknesses of annuities while offering active and historical data on nearly all variable annuities, along with increasing coverage of fixed indexed and fixed annuity products.
- Legacy Builder - provides advisors the convenience of a single source for comprehensive support to create continuity and succession plans.
- SIMON: a one-stop-shop for all things related to structured products including training/certification, product offerings, sales material (term sheets, preliminary and final prospectus), product lifecycle, and order entry.
- SmartWorks Imaging (DocuPace): digital business submission in a secure/compliant manner, with integrated workflow and document storage capabilities, allowing an advisor to run a paperless office.
Majdah alQuhtani - Advisor - Decipher™