Cetera Financial Group enhanced its My Advice Architect advisory platform with a new Manager Program offering, the firm said Thursday.
The new program "empowers advisors to provide portfolio personalization at scale through direct or custom indexing capabilities designed to address specific tax management needs," the company said in a news release.
Included are a wide variety of tools that Cetera said will help advisors "build more sophisticated and resilient client portfolios by employing strategies" including values-based investing, automatic tax-loss harvesting and wider access to institutional asset management.
Almost $100 billion of Cetera's advisory assets are now on MAA, its fastest-growing advisory platform since launching in 2017, the firm said, noting those assets are from various programs and services offered by Cetera, from turnkey advisory programs to billing and reporting services.
Overall, Cetera oversaw about $322 billion in assets under administration and $115 billion in assets under management as of Dec. 31, it said.
