Cetera Taps Asset-Map to Give Its Advisors a Picture of Clients’ Finances
By Andrew Welsch
Cetera Financial Group, a network of independent broker-dealers, is partnering with Asset-Map to bring the fintech’s visualization and financial planning tools to Cetera’s roughly 8,000 financial advisors.
Cetera, which has about $322 billion in assets under administration, is now one of Asset-Map’s biggest clients. The fintech company works with about 30 broker-dealers, in addition to banks and other companies, according to CEO H. Adam Holt, who launched the firm in 2013.