On March 3-5, 2020 Cetera Investment Services attended the 2020 Annual BISA Convention in Hollywood, Fla. The convention draws over 80 exhibitors each year, providing access to keynote speakers, peer groups, and carefully curated education to over 700 attendees.
During the convention, Cetera’s AdviceWorks™ platform was awarded the 2020 BISA Technology Innovation Award. The award is designed to recognize leadership in the advancement of the financial services industry's products, services and platforms through technology innovation. This award highlights companies for their commitment to advancements in technology-based solutions for the industry.
Connie Gregory, SVP, Head of Cetera Financial Institutions Business Development said, “Cetera is honored to be recognized for our technology innovation. Our financial professionals are constantly looking for ways to deliver more value more often to investors and AdviceWorks serves as an excellent platform to stay in sync with investors and create long-term value.”
The AdviceWorks platform was built to integrate best-of-breed technologies and aggregates data and information around a unique set of features that advisors/institutions can leverage as a collaborative tool to interact with and advise their clients. This includes the ability to view all assets, liabilities and balances, while being able to securely share documents between advisor and client alongside an integrated financial planning process. AdviceWorks transforms the way advisors interact with their clients by reinforcing an experience centered around advice, greater collaboration and drives efficiency and scale through automation of operational processes.
BISA is a leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and advisory services through the bank channel. At its yearly convention, the association presents annual awards to qualified nominees.
About Cetera Financial Group®
Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial advisors as well as trusted tax professionals and banks and credit unions. It’s headquartered at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670.
Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research.
"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC.
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