AdviceWorks®

Name: AdviceWorks®
Rating: 3.8 (114 reviews)
Author: Cetera Financial Group®, Inc.

Client Access

Free

114 Ratings
Ages

4+
Years
Category

Finance
Developer

Cetera Financial Group®, Inc.
Language

EN
English
Size

41.1
MB

Manage and view your full financial picture with the AdviceWorks app, available for clients with Cetera accounts. Experience seamless and intuitive control of your finances wherever you go! Our mobile app extends your personal relationship with your Cetera-affiliated financial professional, providing tools for greater collaboration. Contact your financial professional for access if you don’t already have a username and password. Unlock a suite of essential features: • Stay informed with a dashboard offering a comprehensive overview of your accounts and investment performance • Gain insight into your total net worth, including any linked accounts from other financial institutions, home valuation, and other non-liquid assets • Effortlessly manage financial documents, including account statements, confirms, and advisory reports • Access a secure personal document vault to store digital copies of everything from past tax returns to cherished family photos • Rest easy knowing your information is safeguarded by industry-leading security and encryption measures, including login with Face ID or Touch ID • Foster easy communication with your financial professional through accessible contact details and document sharing capabilities Cetera Financial Group® refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists. All firms are members FINRA / SIPC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Ratings & Reviews

3.8

out of 5

114 Ratings

⭐⭐⭐ but there is potential.
09/19/2024

Thee OG
The AdviceWorks app is functional but falls short of its potential. While it allows clients to link accounts and upload documents, it lacks key features available in the web browser version. Being unable to organize accounts, review cash flows, and other important financial tools in the app is a significant pain point for my clients. Most of them end up bypassing the app altogether and using their mobile browsers, which is not ideal and detracts from the overall experience. If these features were integrated, the app would be far more useful, and my clients wouldn't be tempted to switch to better budgeting apps.
⭐⭐⭐ but there is potential.
09/19/2024

Thee OG

The AdviceWorks app is functional but falls short of its potential. While it allows clients to link accounts and upload documents, it lacks key features available in the web browser version. Being unable to organize accounts, review cash flows, and other important financial tools in the app is a significant pain point for my clients. Most of them end up bypassing the app altogether and using their mobile browsers, which is not ideal and detracts from the overall experience. If these features were integrated, the app would be far more useful, and my clients wouldn't be tempted to switch to better budgeting apps.
Good however…..
06/25/2024

Pilot buff
If you could get this in landscape mode this would be a big help. A lot of us probably use a tablet of some sort and having to turn it upright is not very practical. Otherwise, it is a very good app.
Good however…..
06/25/2024

Pilot buff

If you could get this in landscape mode this would be a big help. A lot of us probably use a tablet of some sort and having to turn it upright is not very practical. Otherwise, it is a very good app.
AdviceWorks was completely offline, but now it does not reflect correct data!
Mar 8

AppleDVG001
07 MAR 2025: AdviceWorks does not reflect current account status. My account status on a Financial Company is $X, but on AdviceWorks it is shown as $Y. And $Y is <<< $X! How difficult can this be? I sincerely hope that you did not outsource your software development effort to EM and his Clowns! On 28 FEB 2025 the app and website are completely offline! I did not receive an email letting me know that you were going offline. How long will you be offline? Did you experience a data breach? Were you hacked and being held ransom? You definitely need to get a better DevOps Team. This is not the way to update an app (and the corresponding website)!

Developer Response
We value your feedback and are continually looking for ways to improve your mobile experience. Your comments have been reviewed by the product team and will help inform future enhancements.
AdviceWorks was completely offline, but now it does not reflect correct data!
Mar 8

AppleDVG001

07 MAR 2025: AdviceWorks does not reflect current account status. My account status on a Financial Company is $X, but on AdviceWorks it is shown as $Y. And $Y is <<< $X! How difficult can this be? I sincerely hope that you did not outsource your software development effort to EM and his Clowns! On 28 FEB 2025 the app and website are completely offline! I did not receive an email letting me know that you were going offline. How long will you be offline? Did you experience a data breach? Were you hacked and being held ransom? You definitely need to get a better DevOps Team. This is not the way to update an app (and the corresponding website)!
Developer Response 01/04/2024
We value your feedback and are continually looking for ways to improve your mobile experience. Your comments have been reviewed by the product team and will help inform future enhancements.
Great App for Viewing Account Balances and Documents
12/05/2023

Justin_Fath
Cetera's Adviceworks has really upgraded my financial tracking experience with Cetera! With a seamless interface, I can effortlessly check my account balances and conveniently view/upload documents directly from my phone. It's a game-changer for staying on top of my finances and communicating with my Financial Advisor. I look forward to additional features in the future!
Great App for Viewing Account Balances and Documents
12/05/2023

Justin_Fath

Cetera's Adviceworks has really upgraded my financial tracking experience with Cetera! With a seamless interface, I can effortlessly check my account balances and conveniently view/upload documents directly from my phone. It's a game-changer for staying on top of my finances and communicating with my Financial Advisor. I look forward to additional features in the future!

We're continually working to improve your app experience. The latest version includes: -Minor bug fixes and small enhancements

Version 1.3.6

1d ago

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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