AdviceWorks® vs I Got Next OG

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.

You know the feeling. You're at dinner with friends and nobody can remember who paid last time. Was it you? Was it Erik? Did Bumpy, Ray, Feesh, Skut, Red, or Hillbilly Bob ever actually pick up a tab in their lives? I Got Next OG ends the debate. Log every shared meal, round of drinks, round of golf, or any outing where someone picks up the tab. The app tracks who paid, who was there, and automatically tells you who has next. The next time someone reaches for the check, there's no guessing. What you can track: - Restaurants, bars, coffee shops, rounds of golf, sporting events...anything - Who paid and who was there - The total amount - Notes about the event - A photo of the group (or the receipt) Smart "Who Has Next" detection: When two people share an event, I Got Next OG automatically calculates who owes next and includes it right in the share message. Share the event details: After logging an event, tap Share to send a clean summary to anyone — via iMessage, WhatsApp, email, or any app on your phone. The message includes the event name, who was there, who paid, the amount, and who has next. Built for real friend groups: Add all your people once, then just tap their names when logging events. See a full history of every event and always know where things stand. Clean and simple: - Light and dark mode - Fast event logging - Full history with search and filter - No account required, your data stays on your device Stop letting the tab be a source of contention. Download I Got Next OG and make sure everyone finally picks up the check.