Partnership underscores Cetera’s focus on helping advisors and financial institutions deliver a differentiated and highly personalized experience to clients and members

Partnership provides a leading industry solution to bridge all aspects of a client's financial history

Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, today announced a partnership with Wealth Access, the leading customer data insights platform unifying and enriching data that powers hyper-personalized experiences for financial institutions and investment clients. Using Wealth Access, advisors and financial institutions can create 360-degree views of a client’s most accurate and current financial picture across brokerage, trust and digital banking, to deliver an industry-best-in-class solution that streamlines and enhances the breadth of financial services a client receives. Clients of Cetera’s financial institutions and advisors will have access to this 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. Wealth Access’ holistic view of client portfolios is a powerful advantage that we know advisors at our financial institutions will find invaluable as they work to better the financial futures of their clients.”

“Wealth Access’ unique ability to clearly and holistically unify and display a client’s financial portfolio is truly unmatched in the industry,” said LeAnn Rummel, CEO and president of Cetera Investment Services. “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. As we integrate this innovative solution into Cetera’s award-winning technology suite, we are confident that this partnership will deliver positive long-term results for our financial institutions, their advisors and 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 so advisors can make the most well-informed and accurate decisions in their client's best interest regarding their assets,” said David Benskin, founder and CEO of Wealth Access. “At our 2023 Summit, we discussed creating an integrated solution like this, and I am proud to say it now exists. It is the only product that unifies and streamlines data across multiple platforms and integrates this level of detail. Furthermore, our digital banking clients also benefit from access to brokerages and trust via this partnership. Everyone wins.”

Wealth Access is joining Cetera at the BISA Annual Convention event March 5-8 in Hollywood, Fla.