GWN Securities Innovates Wealth Management with Advisor360°

GWN Securities Embraces Innovative Wealth Management Solutions

GWN Securities, Inc., a prominent national independent broker-dealer and registered investment adviser (RIA), has recently taken significant strides to modernize its advisor technology capabilities. By partnering with Advisor360°, they are embracing next-generation solutions designed for enterprise wealth management firms.

Enhancing Advisor Technology with Advisor360°

The integration of Advisor360° software marks a pivotal moment for GWN Securities as it seeks to enhance its technological framework. Advisor360° is renowned for its award-winning and integrated technology solutions that cater specifically to wealth management needs.

Changing the Game for Wealth Management

“We’re excited to launch our new platform in partnership with Advisor360°,” stated Walter McBay, Managing Director at GWN Securities, Inc. “A top-tier technology offering can dramatically differentiate our growth-focused advisors and their teams from the competition.” This shift is not merely a technical upgrade; it represents a strategic move aimed at empowering advisors through innovative tools.

In recent months, GWN Securities selected Advisor360°’s highly integrated and configurable platform as the cornerstone of its new technology infrastructure. This robust suite of wealth management tools is crafted to improve advisor efficiency, streamline operational processes, and seamlessly integrate with existing systems at GWN.

Streamlined Operations and Enhanced Productivity

The collaboration with Advisor360° enables GWN to consolidate various systems into a unified solution, leveraging the platform's proprietary Unified Data Fabric®. This integration includes exceptional features such as award-winning account opening processes, enhanced client experiences, comprehensive data reporting, and a sophisticated client portal.

Benefits for Advisors and Clients

With these advancements, GWN advisors are set to experience a more efficient multi-custodial account opening process along with 1-Click Review® reporting, making meeting preparation a breeze. Clients will join the millions utilizing Investor360°, a client portal and mobile application designed to enhance engagement.

Darren Tedesco, President of Advisor360°, expressed enthusiasm about the partnership, stating, “By streamlining advisor workflows and enhancing their everyday experience, we are dedicated to empowering advisors to enhance productivity while delivering exceptional service to clients.”

Fast Tracking Success

The timeline for deploying this ambitious project was impressively short. “Achieving a transition from contract signing to going live in six months was ambitious, but Advisor360° exceeded expectations,” McBay remarked. This rapid implementation underscores the commitment of both GWN Securities and Advisor360° to foster meaningful growth.

Embracing Future Growth Potential

This collaboration heralds a new chapter for GWN Securities, setting the stage for upcoming operational advancements. By equipping their advisors with state-of-the-art tools, GWN aims to expand its service offerings and enhance overall client satisfaction.

About Advisor360° and GWN Securities

Advisor360° specializes in building and integrating technology that caters to the unique needs of wealth management firms. Its open architecture SaaS platform enhances the digital wealth management experience for financial advisors and their clients. This innovative company has rapidly gained recognition for its capabilities, enabling positive outcomes for users.

GWN Securities, Inc. stands as a nationally recognized Broker-Dealer and Registered Investment Adviser (RIA). Committed to supporting independent financial professionals over its long history, GWN emphasizes a structure that nurtures the advisor-client relationship. Their focus remains on empowering advisors to thrive with the tools they need to succeed.

Frequently Asked Questions

What is Advisor360°?

Advisor360° is a provider of integrated technology solutions specifically designed for wealth management firms, enhancing advisor productivity and client service.

How does GWN Securities benefit from Advisor360°?

GWN Securities enhances its technology capabilities to streamline operations, improve advisor workflows, and empower clients through better services.

What types of solutions does Advisor360° offer?

Advisor360° offers a variety of solutions including account opening, client onboarding, reporting, and performance analytics, all tailored for wealth management.

What are the key outcomes expected from this partnership?

The partnership is expected to boost productivity, enhance client engagement, and streamline processes for GWN Securities and its advisors.

How long did it take to implement the new platform?

The implementation timeline from contract signing to going live took only six months, demonstrating an impressive execution capacity by Advisor360°.

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