95%
AUM transitioned in 45-60 days*
285
years of collective onboarding team experience
355
financial professionals onboarded in 2024
Benefit from less work and more flow thanks to a technology suite working 24/7 to streamline the process, transferring up to 2,000 accounts each day.
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.
Be ready to go the moment your move is finalized, by using Docupace Transition Assistant to gather and review client data before affiliation.
Your onboarding experience manager and coach will work with you until your onboarding is completed to your satisfaction.
“Cetera has given us integrated technology and full flexibility. They are large yet not corporate—a great balance.”
Matthew Clement
Emerald Retirement Planning Group, Inc.
“Transitioning to Cetera has been a rewarding move. The culture remains family-like and engaged.”
Amy Luukko
Joyful Wealth Planning
“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
*Based on internal metrics for financial professionals onboarded between Jan. 2020 and Dec. 2024.
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