Cetera and Advanced Time Segmentation Announce Joint Venture

Cetera and Advanced Time Segmentation Announce Joint Venture

Joint venture gives Cetera advisors exclusive access to AI-powered software designed to help solve the retirement income challenge for clients

Cetera announced a joint venture with Advanced Time Segmentation (ATS) that combines Cetera’s advisor-first approach with the innovative, artificial intelligence-driven technology from ATS to deliver a research-based income planning strategy that strengthens client trust and long-term financial success.

The joint venture provides Cetera-affiliated advisors with exclusive access to the proprietary ATS framework, an intuitive, goal-based investment planning system built on the principle of aligning client assets with their income needs while helping create plans designed to mitigate market volatility.

ATS’ AI-powered QuickStart engine allows advisors to build resilient retirement income strategies with personalized time segments that clearly demonstrate how clients’ assets can support their retirement goals, all in a matter of minutes.

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“Collaborating with ATS gives advisors a powerful tool to help protect retirement savings from market downturns while seeking to minimize risks for clients,” said Christian Mitchell, President of Cetera Solutions. “This joint venture is about helping advisors lead with value and deliver greater peace of mind to clients.”

The Cetera/ATS joint venture is designed to deliver benefits that help enhance client outcomes, strengthen advisor-client loyalty, improve planning efficiency, and help advisors gain share of wallet.

Built by advisors for advisors, ATS also includes coaching, eLearning modules, live training, and strategic consulting to support implementation and success.

“This collaboration brings our time-tested planning methodology to an even broader advisor community at a time when market volatility has made clarity and confidence a top priority for advisors’ clients,” said Paul Escudero,* CFP®, CWS®, Managing Director at Advanced Time Segmentation. “Cetera advisors now have a powerful solution that features the latest AI technology simplifying the income planning process and strengthening client relationships.”

Under the new joint venture, Cetera-affiliated advisors can access:

  • AI Voice Assistant: Advisors can now generate complete retirement income plans by simply describing their goals to the AI-driven system.
  • QuickStart Planning: Use AI to define fees, customize segments, and calculate income in minutes – all without spreadsheets or manual data entry.
  • Advanced Household Income Modeling: ATS adapts to complex scenarios like delayed Social Security or multi-income households, closing income gaps with precision.
  • Real-Time Adjustments: ATS quickly updates plans to reflect evolving client needs.
  • Compliance-Ready Outputs: Every plan is immediately downloadable, compliant, and client-ready.

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[To share your insights with us, please write to psen@itechseries.com ]

The post Cetera and Advanced Time Segmentation Announce Joint Venture appeared first on TecHR.



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