World Investment Advisors Unveils New Technology Tools
In an exciting development for financial advisors, World Investment Advisors, LLC has recently introduced a range of new business-building technologies. These innovations, sourced from prominent WealthTech providers, including Pontera, Holistiplan, Forms Logic, and FMG, aim to enhance efficiency and spur growth for financial advisors.
Strategic Technology Partnerships
The noteworthy enhancements come as part of an ongoing commitment to provide financial advisors with a rich suite of tools that deliver flexibility and simplify their operations. By integrating top-tier services, World Investment Advisors ensures that its advisors can save time and improve client interactions while expanding their wealth management practices.
Holistiplan
One exciting addition is Holistiplan, which streamlines tax planning for financial advisors. Utilizing advanced technology, Holistiplan identifies various wealth management opportunities, including tax-efficient strategies and charitable giving, enabling advisors to engage clients more effectively from the onset.
Pontera
Pontera’s software provides a breakthrough in managing client accounts within retirement plans. With this tool, advisors can trade and manage assets with a clearer view, ensuring a more cohesive planning and service approach for their clients.
Introduction of WorldMAP
The introduction of WorldMAP, the firm's new open architecture platform for investment and portfolio management, has set the stage for these advancements. Offering a versatile and multi-custodial solution, WorldMAP is designed to help advisors enhance their operational efficacy and optimize client outcomes.
FMG Suite
Furthermore, the ongoing collaboration with FMG Suite adds another layer of communication options for advisors. By incorporating MyRepChat, advisors can easily reach out to clients through text messaging, thus facilitating timely and compliant communication while reinforcing client engagement strategies.
Focus on Efficiency
World Investment Advisors is committed to providing its network with tools that support increased revenue and exceptional client service. The enhancements to their technology stack are aimed at helping advisors allocate more of their time to meaningful client interactions rather than administrative tasks.
Forms Logic
Another strategic addition, Forms Logic, offers a fully electronic document management system, ensuring that advisors can efficiently handle client accounts. This innovation not only reduces errors but also streamlines processes to improve the overall client experience.
Leadership and Team Expansion
The company has also welcomed Sarah McGilton as the Director of Platform Technology and Strategy. With her extensive experience, McGilton will spearhead the development of a unified technology strategy for World Investment Advisors, further empowering their team of advisors.
About World Investment Advisors
Previously known as Pensionmark Financial Group, World Investment Advisors, LLC comprises over 630 advisors across the United States, catering to a range of wealth management and retirement plan clients. The firm is dedicated to supporting its advisors with innovative solutions tailored to meet the unique needs of their clients.
Frequently Asked Questions
What technologies has World Investment Advisors recently introduced?
World Investment Advisors announced new technologies including Holistiplan, Pontera, Forms Logic, and an enhanced partnership with FMG Suite.
What is the purpose of the World Managed Account Platform (WorldMAP)?
WorldMAP serves as an open architecture platform designed to facilitate investment management and portfolio oversight, improving operational efficiency for advisors.
How does Holistiplan assist financial advisors?
Holistiplan simplifies tax planning, identifies wealth management opportunities, and helps advisors better serve their clients through automation and intelligence.
Who is Sarah McGilton?
Sarah McGilton is the newly appointed Director of Platform Technology and Strategy at World Investment Advisors, bringing her expertise to enhance the technology strategy for advisors.
Why is Forms Logic important for advisors?
Forms Logic streamlines the documentation process, reducing administrative burdens and allowing advisors to focus more on client engagement and business growth.
