Broker-dealer network Cetera Financial Group has launched a new tool called RightBridge that aims to help tax and accounting professionals uncover new opportunities with their financial planning clients.
RightBridge is an online suggestion engine that analyzes the financial and personal data of an advisor’s clients or prospects to identify high-priority suggestions encompassing as many as 24 different financial categories.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access