The investment platform provider, Cetera Financial Group, has partnered with financial tech firm Envestnet on a new advisor system.

The investment platform provider, Cetera Financial Group,
has partnered with financial tech firm Envestnet on a new advisor system that
will provide performance reporting and business analytics capabilities.

The technology expands Cetera’s advisors' ability to review,
analyze and track performance for specific accounts, client portfolios and
across their entire book of business. The system has been integrated
into the firm’s current workstation, trading and rebalancing tools.

The system should help improve advisor and client
interaction through interactive views of accounts and reports; immediate access
to granular data and analytics; as well as practice management analytics to review
overall performance at the advisor.

The Envestnet technology also enables advisors to use their
individual branding on quarterly performance reports and in client account
portals, as well as benchmark and track performance in
advisor-managed accounts. Finally, the new system also allows advisors to
access data via mobile and tablet devices.