My Advice Architect®

Your one-stop shop for advisory business.

Simplify the execution—not the strategy

Build comprehensive portfolios and manage risk holistically with the award-winning* unified advisory platform that gives you the power and flexibility to make the complex easier.

Turn your advice into action with My Advice Architect

Business team demonstrating functionality of My Advice Architect on laptop

Build portfolios yourself or outsource them to the industry’s top managers and strategists.

Capitalize on the assistance and guidance of designated advisory consultants, trainers, research analysts, and vendors.

All the tools for portfolio building—research, proposals, billing and reporting, trades, model management, rebalancing, and more—within a single interface.

Leverage AdviceWorks® integration for simplified account opening and eDelivery.

Serve a large range of clients with account minimums as low as $10,000.

Get more with My Advice Architect

“I'm just thrilled with My Advice Architect. They're using lower-minimum strategists, bigger names, better-run companies, and lower operating expenses.”

Russel Dizer

Russel Dizer

Cetera Investors

“My Advice Architect allows ongoing interactions between me and my clients, where they are part of the planning, and more engaged and open to recommendations.”

Tony Yu

Tony Yu

East West Bank

“My Advice Architect has really allowed us to streamline and simplify our business to operate more efficiently. We love the technology and ease of use. It just fits.”

Matt Logan

Matt Logan

Tmrw Wealth

It's all in there

Designed to give you the flexibility to holistically meet the breadth of client needs, it’s no surprise My Advice Architect is Cetera’s fastest-growing platform with over $110B in AUM.**

5

5

investment programs

100+

100+

strategists

1,400+

1,400+

mutual fund and exchange-traded fund (ETF) portfolios

375

375

separate account managers with over 1,100 strategies

 
 

Solutions for every advisor and every client

Schedule a demo with a Business Development Specialist to understand how My Advice Architect can increase the capacity of your advisory business.

* My Advice Architect was awarded the 2023 MMI/Barron’s Industry Award for Wealth Manager Platform of the Year.
** All data as of October 18, 2023.