Wealth Management Platform
Exemplar Financial Network can help you transition to a fee-based practice or grow your existing assets with sophisticated fee-based advisory service programs. We give you options to manage your advisory business and have everything you’ll need on one platform. These programs enable you to maintain your important client relationships and give you access to flexible asset management solutions that allows for sophisticated model management, streamlined rebalancing features, blast trading, drift dashboards, competitive pricing, consolidated reporting, and customizable alerts to give you ongoing monitoring of your clients accounts.
Advanced Planning Group
Your clients have diverse and complex needs. The Cetera Advisor Networks Advanced Planning Group provides expert guidance for specialized issues like wealth transfer and estate planning, stock options, retirement and distribution planning, life insurance planning, and business succession planning. Utilize the experienced technical and legal resources offered by Advanced Planning Group to enhance sales opportunities and build stronger relationships with your clients.
Operations and Clearing Services
At Cetera Advisor Networks, more than 100 experienced traders and operations professionals support your brokerage business and process transactions through Pershing, LLC. Trade processing is streamlined and returns professional statements with detailed records. The Forms Central repository on SmartWorksSM puts essential forms at your fingertips and an online interactive manual guides you through each transaction accurately and efficiently.