AdviceWorks® User Reviews

AdviceWorks®
AdviceWorks®
Cetera Financial Group, Inc.

Top reviews

Not impressed.

Portrait mode only. Lots of empty space. Gives different “last updated” dates. Shows change in balance “in last year” which could be since start of this year or in the last 365 days. Some controls are difficult to see. On-off slider in preferences is white-on-white in the “on” position.

Nothing to recommend use of this app over the web site. I usually use ipad in landscape mode. This app is portrait only. The “code” for two factor comes in from the side, so there is awkward fumbling to sign in that the website doesn’t have.
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Response from developer

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

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!
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