My Advice Architect | Financial Institutions

My Advice Architect®

Your one-stop shop for advisory business.

Simplify the execution—not the strategy

Empower advisors and make the complex easier with the award winning* unified advisory platform where they can build comprehensive portfolios and manage risk holistically.

Turn your advice into action with My Advice Architect

Business team demonstrating functionality of My Advice Architect on laptop

Advisors can build portfolios themselves or outsource them to the industry’s top managers and strategists.

Capitalize on the assistance and guidance of designated advisory consultants, trainers, research analysts, and vendors.

All the tools for portfolio building—research, proposals, billing and reporting, trades, model management, rebalancing, and more—are accessible within a single interface.

Leverage AdviceWorks® integration for simplified account opening and eDelivery.

Serve a broader range of clients with account minimums as low as $10,000.

Get more with My Advice Architect

“I'm just thrilled with My Advice Architect. They're using lower-minimum strategists, bigger names, better-run companies, and lower operating expenses.”

Russel Dizer

Russel Dizer

Cetera Investors

"My Advice Architect allows ongoing interactions between me and my clients, where they are part of the planning, and more engaged and open to recommendations."

Tony Yu

Tony Yu

East West Bank

“My Advice Architect has really allowed us to streamline and simplify our business to operate more efficiently. We love the technology and ease of use. It just fits.”

Matt Logan

Matt Logan

Tmrw Wealth

It's all in there

Designed to give your advisors the flexibility to holistically meet the breadth of client needs, it’s no surprise My Advice Architect is Cetera’s fastest-growing platform with over $110B in AUM.**

5

5

investment programs

100+

100+

strategists

1,400+

1,400+

mutual fund and exchange-traded fund (ETF) portfolios

375

375

separate account managers with over 1,100 strategies

 
 

Solutions for every advisor and every client

Schedule a demo with a Business Development Specialist to understand how My Advice Architect can increase the capacity of your program.

Tami
Tami Cain
Head of Institutional Business Development
(414) 254-5330
Zach
Zach Porter
Regional Business Development Officer
(630) 453-4721

* My Advice Architect was awarded the 2023 MMI/Barron’s Industry Award for Wealth Manager Platform of the Year.
** All data as of October 18, 2023.

My Advice Architect

My Advice Architect®

Your one-stop shop for advisory business.

Simplify the execution—not the strategy

Build comprehensive portfolios and manage risk holistically with the award-winning* unified advisory platform that gives you the power and flexibility to make the complex easier.

Turn your advice into action with My Advice Architect

Business team demonstrating functionality of My Advice Architect on laptop

Build portfolios yourself or outsource them to the industry’s top managers and strategists.

Capitalize on the assistance and guidance of designated advisory consultants, trainers, research analysts, and vendors.

All the tools for portfolio building—research, proposals, billing and reporting, trades, model management, rebalancing, and more—within a single interface.

Leverage AdviceWorks® integration for simplified account opening and eDelivery.

Serve a large range of clients with account minimums as low as $10,000.

Get more with My Advice Architect

“I'm just thrilled with My Advice Architect. They're using lower-minimum strategists, bigger names, better-run companies, and lower operating expenses.”

Russel Dizer

Russel Dizer

Cetera Investors

“My Advice Architect allows ongoing interactions between me and my clients, where they are part of the planning, and more engaged and open to recommendations.”

Tony Yu

Tony Yu

East West Bank

“My Advice Architect has really allowed us to streamline and simplify our business to operate more efficiently. We love the technology and ease of use. It just fits.”

Matt Logan

Matt Logan

Tmrw Wealth

It's all in there

Designed to give you the flexibility to holistically meet the breadth of client needs, it’s no surprise My Advice Architect is Cetera’s fastest-growing platform with over $110B in AUM.**

5

5

investment programs

100+

100+

strategists

1,400+

1,400+

mutual fund and exchange-traded fund (ETF) portfolios

375

375

separate account managers with over 1,100 strategies

 
 

Solutions for every advisor and every client

Schedule a demo with a Business Development Specialist to understand how My Advice Architect can increase the capacity of your advisory business.

Matt
Matt Smith
Business Development
(848) 254-7557
Jascha
Jascha Wilson
Business Development
(657) 753-7021

* My Advice Architect was awarded the 2023 MMI/Barron’s Industry Award for Wealth Manager Platform of the Year.
** All data as of October 18, 2023.

AdviceWorks | Financial Institutions

AdviceWorks®

The all-in-one platform you always wanted.

We tech your program seriously

AdviceWorks is an all-in-one, interactive workspace that builds ease back into your advisors’ workday. Its integrations and automations simplify operations, drive growth, and facilitate deeper collaborations between advisors and clients.

AdviceWorks: more growth, less work

AdviceWorks

Enable your advisors to manage account opening, money movement, automated processing, and pre-filled forms—all in one platform for a faster, more efficient experience.

Provide your advisors with instant access to an analytics dashboard with detailed reporting on AUA, revenue, product mix, client data, commissions, transitioning accounts, and your program.

Your advisors only need to log in once to access a cohesive ecosystem of over 25 tools, including MoneyGuidePro, Albridge, Docupace, Nitrogen, Salesforce, Redtail, and more.

Help your advisors drive wallet-share opportunities with a big-picture planning platform where their clients can link all their outside accounts, update goals, and track major life changes.

Cooperative development means your advisors’ input directly drives enhancements—so AdviceWorks keeps working better for them.

The total financial picture for your clients

Clients can access their financial accounts anytime, anywhere with the AdviceWorks client portal and mobile app. They can securely store private documents and collaborate with their advisor in real-time, ensuring they stay engaged with their financial future.

Put AdviceWorks to work for you

“There's rarely a day we don't add a new client to AdviceWorks. We even have clients calling other clients saying, "Oh good grief, go do this." That's when you know you have a good system.”

Denise Salzman

Denise Salzman

Aspect Wealth Management

“AdviceWorks is so helpful in getting clients engaged and becoming more active participants in planning their financial future.”

Najib Khan

Najib Khan

Langley Investment Services

“Cetera’s use of tech is far superior than any other broker-dealer. AdviceWorks is a state-of-the-art, digitally integrated portal on steroids.”

Adrienne Radakovic

Adrienne Radakovic

Stella Wealth Advisors LLC

 
 

Energize your tech stack for greater growth

Talk with one of our Business Development Specialists to explore how AdviceWorks can invigorate your program’s signature solution stack.

Tami
Tami Cain
Head of Institutional Business Development
(414) 254-5330
Zach
Zach Porter
Regional Business Development Officer
(630) 453-4721

AdviceWorks

AdviceWorks®

The all-in-one platform you always wanted.

We tech your growth seriously

AdviceWorks is an all-in-one, interactive workspace that builds ease back into your business. Its integrations and automations simplify operations, drive growth, and facilitate deeper client collaborations.

AdviceWorks helps you grow more with less work

Business woman demonstrating functionality of AdviceWorks on laptop

Manage account opening, money movement, automated processing, and pre-filled forms—all in one platform for a faster, more efficient experience.

Get instant access to your analytics dashboard with detailed reporting on AUA, revenue, product mix, client data, commissions, transitioning accounts, and your full book of business.

Log in once to access a cohesive ecosystem of over 25 tools, including MoneyGuidePro, Albridge, Docupace, Nitrogen, Salesforce, Redtail, and more.

Drive wallet-share opportunities with a big-picture planning platform where clients can link all their outside accounts, update goals, and track major life changes.

Cooperative development means your input directly drives enhancements—so AdviceWorks keeps working better for you.

The total financial picture for your clients

Clients can use the AdviceWorks client portal and mobile app for 24/7 access to their financial accounts, secure and private document storage, and collaboration with you in real-time to stay engaged with their financial future.

Put AdviceWorks to work for you

“There's rarely a day we don't add a new client to AdviceWorks. We even have clients calling other clients saying, "Oh good grief, go do this." That's when you know you have a good system.”

Denise Salzman

Denise Salzman

Aspect Wealth Management

“AdviceWorks is so helpful in getting clients engaged and becoming more active participants in planning their financial future.”

Najib Khan

Najib Khan

Langley Investment Services

“Cetera’s use of tech is far superior than any other broker-dealer. AdviceWorks is a state-of-the-art, digitally integrated portal on steroids.”

Adrienne Radakovic

Adrienne Radakovic

Stella Wealth Advisors LLC

 
 

It’s what you do—and how you do it

And AdviceWorks simply helps you do it better. Talk with one of our Business Development Specialists to explore how to create your signature solution stack.

Matt
Matt Smith
Business Development
(848) 254-7557
Jascha
Jascha Wilson
Business Development
(657) 753-7021

Advanced Planning Team | Financial Institutions

Advanced Planning Team

Complicated question?
Easy solution.

Your one-stop resource

Empower advisors to solve for clients’ most sophisticated challenges with the expertise of our team of seasoned attorneys, CFP® certificants, MBAs, and financial advisors.

Personalized guidance from a team of experts

Business team holding a planning meeting

Give your advisors the case-by-case support and clear answers they need for clients’ most technical questions.

Receive timely summaries on important legislation and its impact to your program, your advisors, and your clients.

Access our wealth of resources designed to simplify complicated concepts for clients and reinforce your program’s value proposition.

Advisors can easily stay on top of how the latest changes to the tax code might affect clients with our annually updated guides.

 
 

Advance your program and its capabilities

See how having our Advanced Planning Team in your corner can give you an edge. Contact one of our Business Development Representatives today.

Tami
Tami Cain
Head of Institutional Business Development
(414) 254-5330
Zach
Zach Porter
Regional Business Development Officer
(630) 453-4721

Advanced Planning Team

Advanced Planning Team

Complicated question?
Easy solution.

Your one-stop resource

Solve for clients' most sophisticated challenges with the expertise of our team of seasoned attorneys, CFP® certificants, MBAs, and financial advisors.

Personalized guidance from a team of experts

Business team holding a planning meeting

Get case-by-case support and clear answers for your clients’ most technical questions.

Receive timely summaries on important legislation and its impact to your business and your clients.

Draw from our wealth of resources designed to simplify complicated concepts for your clients and reinforce your value proposition.

Easily stay on top of how the latest changes to the tax code might affect your clients with our annually updated guides.

 
 

Advance your business and your capabilities

See how having our Advanced Planning Team in your corner can give you an edge. Contact one of our Business Development Representatives today.

Matt
Matt Smith
Business Development
(848) 254-7557
Jascha
Jascha Wilson
Business Development
(657) 753-7021

Cetera Investment Services | Client

Investor Information and Disclosures

Home Investor Information and Disclosures Cetera Investment Services

We believe you should have the information you need to make informed choices in your pursuit of greater financial well-being, and this page is designed to make that easier for you.

Contact Cetera Investment Services

If you have questions about your account(s), you should contact your financial professional. If you are having trouble reaching your financial professional or need additional assistance, contact us at:

Cetera Investment Services
400 First Street South, Suite 300
St. Cloud, MN 56301

800.245.0467

Learn More

You can learn more about your financial professional and Cetera Investment Services here:

Visit FINRA’s BrokerCheck

Investor Information and Disclosures

Form CRS: Customer Relationship Summary Important Information Regarding Your Relationship With Us Financial Institution Relationship Investor Relationship and Investment Information Consumer Privacy Notice Things to Consider Before Making an IRA Rollover Brochure Strategic Partners Exchange-Traded Funds Insurance Agency Compensation FlexInsured Account Important Information: Account Confirmation Letters Online Account Access Cetera Investment Services Business Continuity Plan Summary Legal Notices Security Understanding the Securities Investor Protection Corporation (SIPC)

Condition of Financial Strength MSRB G-10 Additional Information About Cetera Investment Services Privacy Policy Revenue Cetera Investment Services LLC Receives from Registered and Alternative Product Sponsors Retirement Partners Advisory Services Disclosure Fee Schedule Insured Deposit Sweep Account Non-Deposit Investment Product Disclosure e-Delivery Disclosure of Order Routing Practices (SEC Rule 606) 529 Plan Disclosure Cetera Custody Services Keep Your Account Secure Cetera Investment Advisers ADV 2A RIA Services Fee Schedule

Cetera Advisors | Client

Investor Information and Disclosures

Home Investor Information and Disclosures Cetera Advisors

We believe you should have the information you need to make informed choices in your pursuit of greater financial well-being, and this page is designed to make that easier for you.

Contact Cetera Advisors

If you have questions about your account(s), you should contact your financial professional. If you are having trouble reaching your financial professional or need additional assistance, contact us at: 

Cetera Advisors
5299 DTC Blvd. #800
Greenwood Village, CO 80111

888.406.2444

Learn More

You can learn more about your financial professional and Cetera Advisors here:

Visit FINRA’s BrokerCheck

Investor Information and Disclosures

Form CRS: Customer Relationship Summary Consumer Privacy Notice Cetera Investment Advisers ADV 2A Additional Information About Cetera Advisors Retirement Partners Insurance Agency Compensation FlexInsured Account Cetera Advisors Business Continuity Plan Summary Sweep Program General Terms and Conditions Advisory Services Disclosure Order Routing Disclosure (SEC Rule 606) MSRB G-10 Fee Schedule for Pershing Accounts

Investor Relationship and Investment Information Important Information Regarding Your Relationship With Us Things to Consider Before Making an IRA Rollover Brochure Revenue Cetera Advisors LLC Receives from Registered and Alternative Product Sponsors 529 Plan Disclosure Strategic Partners Insured Deposit Sweep Account Cetera Custody Services Legal Notices Privacy Policy Information About Exchange-Traded Funds

Cetera Financial Specialists | Client

Investor Information and Disclosures

Home Investor Information and Disclosures Cetera Financial Specialists

We believe you should have the information you need to make informed choices in your pursuit of greater financial well-being, and this page is designed to make that easier for you.

Contact Cetera Financial Specialists

If you have questions about your account(s), you should contact your financial professional. If you are having trouble reaching your financial professional or need additional assistance, contact us at:

Cetera Financial Specialists
1450 American Lane, Ste. 650
Schaumburg, IL 60173

888.528.2987

Learn More

You can learn more about your financial professional and Cetera Financial Specialists here:

Visit FINRA’s BrokerCheck

Investor Information and Disclosures

Form CRS: Customer Relationship Summary Consumer Privacy Notice Important Information Regarding Your Relationship With Us Cetera Financial Specialists Business Continuity Plan Summary Insurance Agency Compensation Order Routing Disclosure (SEC Rule 606) FlexInsured Account Revenue Cetera Financial Specialists LLC Receives from Registered and Alternative Product Sponsors Legal Notices Sweep Program General Terms and Conditions Additional Information About Cetera Financial Specialists Information About Exchange-Traded Funds

Things to Consider Before Making an IRA Rollover Brochure Privacy Policy 529 Plan Disclosure Advisory Services Disclosure Strategic Partners Insured Deposit Sweep Account Retirement Partners Cetera Investment Advisers ADV 2A Investor Relationship and Investment Information Cetera Custody Services Fee Schedule for Pershing Accounts MSRB G-10

Cetera Wealth Services | Client

Investor Information and Disclosures

Home Investor Information and Disclosures Cetera Wealth Services

We believe you should have the information you need to make informed choices in your pursuit of greater financial well-being, and this page is designed to make that easier for you.

Contact Cetera Wealth Services

If you have questions about your account(s), you should contact your financial professional. If you are having trouble reaching your financial professional or need additional assistance, contact us at:

Cetera Wealth Services
2301 Rosecrans Ave, Ste. 5100
El Segundo, CA 90245

888.406.5444

Learn More

You can learn more about your financial professional and Cetera Wealth Services here:

Visit FINRA’s BrokerCheck

Investor Information and Disclosures

Form CRS: Customer Relationship SummaryConsumer Privacy Notice Additional Information About Cetera Wealth Services Retirement Partners Insurance Agency Compensation FlexInsured Account Cetera Wealth Services Business Continuity Plan Summary Cetera Investment Advisers ADV 2A Legal Notices Privacy Policy Fee Schedule for Pershing Accounts MSRB G-10

Investor Relationship and Investment Information Revenue Cetera Wealth Services LLC Receives from Registered and Alternative Product Sponsors 529 Plan Disclosure Strategic Partners Insured Deposit Sweep Account Information About Exchange Traded Funds Cetera Custody Services Important Information Regarding Your Relationship With Us Sweep Program General Terms and Conditions Advisory Services Disclosure Order Routing Disclosure (SEC Rule 606) Things to Consider Before Making an IRA Rollover Brochure

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