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.