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.
“RightBridge utilizes a wealth of client information to identify solutions for individual clients,” Gregg Ruvoli, president of Cetera Financial Specialists, said in a statement. “In today’s environment, with the growing emphasis on meeting fiduciary standards, there is no better time to put this type of tool in the hands of our advisors.”
Read more on Cetera’s preparation for the fiduciary standards rule: Getting Ahead of DoL Rule, Cetera Rolls Out Retirement Platform
The data mining and analysis tool, which was designed by CapitalRock, has been integrated into the advisor workstations for Cetera Financial Specialists, as well as those for Cetera Financial Institutions, which caters to banks and credit unions.
Suggested opportunities appear on advisors’ dashboards each day, along with easy-to-implement actions aimed at helping them growth their business.
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