Cetera Unveils IntelligenceEngine: AI-Driven Growth Suite Empowering Advisors and Institutions to Unlock Client Potential

SAN DIEGO, July 17, 2025 /PRNewswire/ -- Cetera today announced the launch of IntelligenceEngine, a proprietary suite of AI-powered tools and services built to help financial professionals accelerate growth by transforming client data into action and unlocking untapped value within their existing books of business.

Purpose-built for the modern advisor and institution, IntelligenceEngine unifies advanced analytics, planning technology, and client engagement tools into a single, seamless growth platform. At its core, IntelligenceEngine aims to empower advisors with actionable insights that strengthen their client relationships, elevate their position as the client's primary financial partner, and drive share-of-wallet growth across their book of business.

"With IntelligenceEngine, we're enabling advisors to scale meaningful conversations and drive measurable outcomes from their existing client base," said Christian Mitchell, Chief Solutions Officer at Cetera. "This solution was designed to strategically connect the dots between data, planning, and action. Each element powers the next, creating a multiplier effect on efficiency and growth."

A Smarter Growth Architecture for Advisors and Institutions
IntelligenceEngine serves as the branded expression of Cetera's Share of Wallet Suite, offering a connected ecosystem of proprietary and third party-enabled tools that identify, prioritize, and activate revenue opportunities. Each component is engineered to reduce friction, surface hidden value, and accelerate advisor action.

Key capabilities of IntelligenceEngine at launch include:

• GrowthLine™ Commercial Activation Engine: Cetera's proprietary go-to-market system, GrowthLine converts insight into revenue by automatically identifying whitespace opportunities, prioritizing client segments, and triggering intelligent outreach across communication channels. Whether re-engaging dormant clients, activating planning moments, or driving wallet share consolidation, GrowthLine ensures every opportunity is followed through with precision and scale.
  
  
• Jump AI Software: Uses natural language processing to mine advisor-client meetings for insights, capturing action items, discovery moments, and behavioral signals that feed directly into GrowthLine's activation triggers.
  
  
• AdviceWorks^® Account Aggregation: Offers visibility into held-away assets by enabling clients to link external accounts, allowing advisors to deliver more complete, goals-based advice.
  
  
• MoneyGuide and eMoney Financial Planning Software: Helps advisors visualize full client net worth, surfaces overlooked assets, and informs advice across the total household assets.
  
  
• Financial Plan Design Group: Cetera's in-house team builds tailored financial plans to uncover new asset opportunities and free up advisor capacity, feeding planning-based triggers into GrowthLine for follow-up.
  
  
• Advanced Time Segmentation^®: A differentiated retirement income strategy that structures portfolios into time-based segments aligned with income goals, driving higher personalization in pursuit of better outcomes.

See It in Action: Connect2Peers 2025
Cetera-affiliated professionals attending Connect2Peers 2025 in Orlando can experience live IntelligenceEngine demos at Cetera's conference exhibit, hosted by Ladan Massir, Head of Advisor and Institution Marketing, and members of the Cetera Growth team.

About Cetera
Cetera Financial Group is the premier financial advisor Wealth Hub, empowering independent advisors and institutions with personalized support, flexible affiliation models, and end-to-end growth solutions. Home to approximately 12,000 advisors and institutions, Cetera's multi-channel ecosystem enables financial professionals to grow, scale or transition their businesses on their own terms.

Unlike traditional IBDs, Cetera offers true choice – blending modern technology, integrated wealth solutions, and a community-driven culture. Cetera's five-channel model and commitment to long-term advisor value provide a scalable blueprint for consistent, repeatable growth.

As of March 31, 2025, Cetera manages more than $554 billion in assets under administration and $246 billion in assets under management. Its award-winning Voice of the Customer program has captured more than 40,000 advisor reviews, with over 35,000 five-star ratings, giving Cetera a 4.8 out of 5 satisfaction score.

Learn more at www.cetera.com and follow Cetera on LinkedIn, YouTube, X, and Facebook.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Investment Advisers LLC, a registered investment adviser, and the following FINRA/SIPC members: Cetera Advisors LLC, Cetera Wealth Services LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. Located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Cetera firms are under separate ownership from any other named entity.

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SOURCE Cetera Financial Group