Cetera zeroes in on user experience with Riskalyze
The broker-dealer is leveraging its enterprise partnership with Riskalyze to automate risk management and enhance customer experience, which are now available to Cetera’s network of 8,000 advisers via the AdviceWorks platform.
When it comes to risk management, providing a better customer experience has been a rocky road in wealth management. Independent broker-dealer Cetera Financial Group has teamed up with Riskalyze to smooth the bumps.
Risk management is often seen as the “necessary evil of the business,” said
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