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.
Docupace TA simplifies gathering and reviewing client data pre-affiliation, so it’s ready to go the moment your move is finalized.
Your Accesslink experience manager and coach will work with you until your onboarding is complete to your satisfaction.
“Cetera has given us integrated technology and full flexibility over how we operate. 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 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
140
years of collective Onboarding team experience
275
financial professionals onboarded in 2021