Digital Digest: The Latest Tech News: Cetera, Wealth Access

Editorial Staff

29 February 2024

Cetera Financial Group has partnered with Wealth Access, a customer data insights platform. The pact enables advisors and financial institutions to paint accurate pictures of clients’ financial lives.

"This partnership with Wealth Access aligns with our vision as we look toward the future of integrated solutions for our financial institutions and advisors,” Mike Durbin, CEO of Cetera Holdings, said.

David Benskin, founder and CEO of Wealth Access, said: "The industry has long needed an efficient solution to gather data from a client's financial portfolio and have it in one place so advisors can make the most well-informed and accurate decisions in their client's best interest regarding their assets.”

Cetera oversees more than $475 billion in assets under administration and $190 billion in assets under management.