Technology
Designed around the needs and from the perspective of Financial Advisors, the Cetera AdviceWorks system can increase your productivity, streamline your workflow and facilitate compliant business. Bennett, Mastin & Kosmak provides the experience and knowledge to help you leverage the many different a la carte offerings available through Cetera and externally.
Benefits to your Program
- AdviceWorks offers a single sign-on and seamless integration of client and account data, market information, wealth and performance reporting, industry intelligence and more.
- MoneyGuide suite of tools, including MoneyGuide Broker to help determine client suitability. You can utilize the award winning MoneyGuide Pro system for financial planning at no additional cost.
- Powerful portfolio management capabilities, including trading and rebalancing across multiple accounts.
- Industry leading reporting and analysis tools, including Morningstar Advisor Workstation.
- Mentoring support from Bennett, Mastin & Kosmak to help you leverage technology for maximum business impact.
- Access to a wealth of on-line resources, from marketing templates to professional development programs.
- Office set-up tools.
- Contact segmentation tools to support marketing efforts.
- Customer Relationship Management Systems, including Redtail which interfaces with the AdviceWorks systems.
