Technology
Digital Digest: The Latest Tech News: Cetera, Wealth Access

The latest technology news in the wealth management sector from around the world.
Cetera Financial Group has partnered with Wealth Access, a
customer data insights platform. The pact enables advisors and
financial institutions to paint accurate pictures of clients’
financial lives.
"This partnership with Wealth Access aligns with our vision as we
look toward the future of integrated solutions for our financial
institutions and advisors,” Mike Durbin, CEO of Cetera Holdings,
said.
David Benskin, founder and CEO of Wealth Access, said: "The
industry has long needed an efficient solution to gather data
from a client's financial portfolio and have it in one place so
advisors can make the most well-informed and accurate decisions
in their client's best interest regarding their assets.”
Cetera oversees more than $475 billion in assets under
administration and $190 billion in assets under management.