Benefit from less work and more flow thanks to a technology suite designed to streamline the process and the paperwork.
AdviceWorks® streamlines account opening, reduces errors, and provides your clients with a digital portal to their accounts once transferred.
Efficiently coordinate with your onboarding coach through SmartSheet with unlimited access to your action log, dashboard, and client tracker.
Enjoy simplified data preparation prior to onboarding through our engagement with our partners, setting you up for success from the outset.
Your Accesslink experience manager and coach will work with you until your onboarding is complete to your satisfaction.
“Our transition was smooth and efficient. Cetera has wonderful teams, processes, and support in place. The days ahead are filled with new opportunities!”
Matt Andress
Convergent Financial Partners
“Transitioning to Cetera has been a rewarding move. The culture remains family-like and engaged with each other.”
Amy Luukko
Joyful Wealth Planning
“For us, having colleagues on Cetera's Onboarding team who took the time to learn and understand our objectives has made all the difference.”
Holly Kylen
Kylen Financial
285
years of collective Onboarding team experience
355
financial professionals onboarded in 2024
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