Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.
Broker-dealer Cetera Advisor Networks offers assorted financial services through independent financial advisors who own and operate branch offices. The firm’s Preferred Asset Management, Prime Portfolio Services Asset Management and Premier Portfolio Management programs pair everyday investors with advisors who develop portfolios based on their financial goals. Investment portfolios comprise a blend of products like stocks, bonds, mutual funds, fixed-income securities, unit investment trusts and exchange-traded funds. Advisors buy and sell financial products for clients, oversee their accounts and conduct a review of accounts on an annual basis. Cetera Advisor Networks provides a number of other investment programs, including plans handled by third-party money managers.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.