Managing High Data Volumes and User Growth in Wealth Management
Overview
Cetera AdviceWorks is a platform and suite of technology solutions provided by Cetera Financial Group, designed to empower financial advisors in delivering comprehensive wealth management and advisory services. It offers tools such as a tailored CRM system, financial planning software, investment research and analytics, practice management resources, a digital client experience, and collaboration capabilities, enabling advisors to streamline operations, provide personalized advice, and engage with clients more effectively.
Technical Stack
Industry
BFSI
Region
USA
Project Size
Non-Disclosable
Highlights
Advisor-Client Connectivity
Customized Approach
Unified Financial Services
Device and Time Flexibility
Challenges & Solutions
Ensuring seamless integration of third-party applications for clients to link their accounts to the portal.
- Solution: Implement a robust Single Sign-On (SSO) mechanism to facilitate the secure and convenient linking of external accounts, enhancing the overall user experience.
Handling increasing volumes of data and users while maintaining optimal performance.
- Solution: Employ scalable infrastructure and implement efficient data management techniques, such as caching and database optimization, to ensure smooth platform performance even under high load.
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Years of Business
Experience
Happy
Customers
Countries with
Happy Customers
Agile enabled
employees
Core Features
- Comprehensive Advisor Dashboard
- Personalized Financial Reports and Analytics
- Intelligent Financial Goal Planning
- Streamlined Account Linking
No. of Resources
08
Time Frame
July 2021 - Ongoing
Screenshots
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