Welcome Cetera Financial Professionals
Drive Growth Differently
Behavioral Insights. Deeper Human Connections.
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Financial conversations shouldn’t be confusing, intimidating, or overwhelming.
solutions
Give your firm a distinct advantage
“The Atlas Point platform has helped me get more referrals, clients, and assets.”
Chelsea
Financial Professional
"Atlas Point helped me drive $19 million in NNA."
Rick
Financial Professional
Surveys
Science- backed Surveys
Differentiate your client experience with 12+ types of behavioral surveys that are complementary with your current workflow.
Survey Workflow
Prospecting Surveys
Discover your prospect’s financial strengths and biases
Ongoing Engagement
Additional surveys and client-facing material
Link to CRM Workflow
Easy to implement into existing CRM workflow
Insights
Actionable Insights
Accelerate your client meeting prep with behavioral insights, a clear snapshot of your client, and engage between meetings with targeted communications.
Client-Ready Materials
Blogs, seminars, and email starters templated for your clients
Personalized Insights and Content
Recommendations based on persona, bias, and current events
Client Profile
A unique snapshot of your client with clear recommended actions
Education
Business Insights & Actions
A learning journey tailored to you based on your unique learning preferences, needs, and goal to grow, run, or transition your business.
Recommendations Engine
Financial Professionals’ personalized journey
Growth Metrics
Uncover your strengths, opportunities and a path to growth
CE on Demand
Self-paced courses designed for Financial Professionals
Atlas Point™ Edge
If efficiency tools create more time, why aren't they more effective at driving growth? Check out the video below to see how our solutions support you to effectively drive growth.
pricing
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Atlas Point™ Edge
Cetera Pricing
Client engagement platform to deliver personalized behavioral finance insights and objective financial education.
$119
/m per user
Unlimited prospecting and client engagement surveys (Financial Virtues™, FinSight™, Pulse Checks, Uncertainty Mindset™, etc.)
Quick meeting prep with client behavioral profile
Household profile and maps
Client-ready materials to include email starters and seminar packs
Learning journeys (CE) centered on growth, running the business, succession, and firm transitions
Advanced filtering and reporting
CRM Integrations
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Top 10 to Watch
Innovators to change the industry 2024
2023 Finovative Awards winner
Best Wealth Management Solution
When behavioral science meets financial expertise
10%+
AUM Growth of FPs using at least 35 Financial Virtues surveys
96%+
of FPs on the Atlas Point platform say they have more effective conversations
Accelerate Your Growth!
