The Advice-Centric Experience™

My Advice Architect™

A comprehensive wealth management platform and part of Cetera’s advice-centric technology solution suite.

The Advice-Centric Experience ™ Blueprint

A blueprint for transforming how advisors guide individuals and families to achieve financial well-being at every stage of their lives.


An innovative self-assessment tool that advisors can implement in their practices to connect their clients’ emotions about money to the financial strategies advisors provide.

Advice-Architect Ecosystem™

The technology platform for delivering the breakthrough tools and applications that redefine the client engagement and advisor business processes.