Overview of Services


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.

My Advice Architect

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


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.



The Connect2Clients® (C2C) platform enables you to develop and manage ongoing campaigns for current and prospective clients on a personalized basis.


Pentameter helps you assess your progress, build a plan to reach your goals, and implement tools and strategies to make your practice more profitable.

Wealth Management University

Develop your skill set through intensive, multi-day classes with top industry educators, where you’ll learn to address the unique needs of affluent investors, create strategies for practice management challenges, and acquire more affluent client.

Summit Matrices

Outlining many of our approved vendors in Systems Technology, Financial Planning, Financial Research, Marketing Systems and Business Coaching with an overview, pricing, integration capability and contact information.