GWN Securities has partnered with Advisor360° to deploy software to modernize its advisor tech capabilities.
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The independent broker-dealer and registered investment adviser (RIA) integrated Advisor360°’s solutions tailored for enterprise wealth management firms.
Advisor360º deeployment took six months
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GWN and Advisor360° forged their partnership in May of this year, when the broker-dealer selected Advisor360°’s multi-custodial, highly integrated, and configurable platform as the foundation for its new technology infrastructure. Its wealth management tools boost advisor productivity, streamline operations, and integrate seamlessly into GWN’s existing systems. The Advisor360°’s unified suite of solutions, Account Opening, Advisor Experience, Data and Reporting and Client Portal, are built on the firm’s proprietary Unified Data Fabric.
According to GWN, its advisors will enjoy a streamlined multi-custodial account opening process and 1-Click Review reporting for meeting preparation. Additionally, GWN advisors’ clients will join the 3 million households that have access to Investor360°, Advisor360°’s client portal and mobile app.
Walter McBay, Managing Director at GWN Securities, Inc., said: “We’re excited to launch our new platform in partnership with Advisor360°. We are confident that a best-in-class technology offering like this will be a competitive differentiator for our growth-focused advisors and their teams.
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“For a project of this magnitude, going from contract signing to live in six months was an ambitious goal, but Advisor360° delivered. We’re looking forward to the next chapter of growth at GWN and we’re grateful to Advisor360° for helping us on our journey.”
Darren Tedesco, President of Advisor360°, commented: “We’re proud to partner with GWN Securities on this exciting step forward. By streamlining advisor workflows and improving their everyday experience, our solutions empower advisors to drive productivity and deliver exceptional client service.”
Advisor360° supports over $1 trillion in AUM
Advisor360° is a comprehensive wealth management software provider offering integrated solutions for broker-dealers, RIAs, and other wealth management firms. It aims to streamline operations, improve advisor-client interactions, and enhance decision-making through its Unified Data Fabric™ technology, which consolidates data from multiple sources into a single platform.
Key Offerings:
- Digital Onboarding: Enables advisors to open client accounts quickly, leveraging pre-filled forms and integrations with systems like DocuSign. It supports streamlined workflows and compliance with regulatory requirements.
- Portfolio Management Tools: Includes advanced financial planning, performance reporting, and rebalancing tools for advisors.
- Client Portal: Offers secure communication, account aggregation, and mobile apps for enhanced client interaction.
- Workflow Management: Provides enterprise-wide workflows for trading, compliance, and service requests, ensuring consistent internal processes.
- Integrations: Supports APIs and partnerships with third-party platforms like tax software and annuity processing systems.
- Comprehensive Tiers:
- Essentials: Basic tools like portfolio management and 1-Click Reviews™.
- Extended: Adds mobile apps, advanced workflows, and upgraded trading tools.
- Enterprise: Incorporates digital onboarding, compliance management, and enterprise-wide automation.
Advisor360° serves millions of households managing over $1 trillion in assets, demonstrating its robust capabilities for large-scale financial management operations
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