Cetera Launches AI Growth Suite

Cetera is launching its IntelligenceEngine, a proprietary suite of AI-powered tools and services built to help financial professionals accelerate growth.

“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.” 

Key capabilities of IntelligenceEngine at launch include:

• GrowthLine™ Commercial Activation Engine: Cetera’s proprietary go-to-market system, GrowthLine converts insight into revenue by identifying whitespace opportunities, prioritizing client segments, and triggering intelligent outreach across communication channels.

• Jump AI Software: Uses natural language processing to mine advisor-client meetings for insights.

• AdviceWorks Account Aggregation: Offers visibility into held-away assets by enabling clients to link external accounts.

• 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 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 segments aligned with income goals, driving higher personalization in pursuit of better outcomes.

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.