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, which serves tax and accounting professionals who offer wealth management, 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.”
The data mining and analysis tool, which was designed by CapitalRock LLC, has been integrated into the advisor workstations for Cetera Financial Specialists, as well as those for Cetera Financial Intitutions, 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.
