PALM BEACH GARDENS, Fla. & WESTON, Mass.--(BUSINESS WIRE)--GWN Securities, Inc., a leading national independent broker-dealer and registered investment adviser (RIA), announced that it has modernized its advisor technology capabilities by adopting Advisor360° software. Advisor360° provides award-winning, integrated technology solutions tailored for enterprise wealth management firms.
“We’re excited to launch our new platform in partnership with Advisor360°,” said Walter McBay, Managing Director at GWN Securities, Inc. “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.”
In May of this year, GWN selected Advisor360°’s multi-custodial, highly integrated and configurable platform as the foundation for its new technology infrastructure. Advisor360°'s robust suite of wealth management tools boosts advisor productivity, streamlines operations, and integrates seamlessly into GWN’s existing systems.
GWN consolidated multiple systems with Advisor360°'s unified suite of solutions that are built on the company’s proprietary Unified Data Fabric® — including its award-winning Account Opening, Advisor Experience, Data and Reporting and Client Portal. Using the new platform, GWN 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.
“We’re proud to partner with GWN Securities on this exciting step forward,” said Darren Tedesco, President of Advisor360°. “By streamlining advisor workflows and improving their everyday experience, our solutions empower advisors to drive productivity and deliver exceptional client service.”
“For a project of this magnitude, going from contract signing to live in six months was an ambitious goal, but Advisor360° delivered,” said McBay. “We’re looking forward to the next chapter of growth at GWN and we’re grateful to Advisor360° for helping us on our journey.”
About Advisor360°
Advisor360° builds, integrates and delivers technology for wealth management firms. The company’s award-winning integrated and open architecture SaaS platform brings a connected digital wealth experience to financial advisors, their clients and the home office so that firms can drive better outcomes and innovate quickly. Advisor360° clients benefit from timesaving capabilities and streamlined workflows when it comes to portfolio and performance reporting, financial planning, insurance, proposal generation, trading and model management, digital onboarding, document management, analytics and compliance. The company’s proprietary Unified Data Fabric® (UDF) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. The company is headquartered in Weston, Massachusetts, with offices in Bengaluru, India; and remote workforces in Canada and Northern Ireland. Today, three million households with $1 trillion in assets benefit from the connected Advisor360° experience. To learn more, visit www.advisor360.com. Visit our Connected Wealth Hub to download our latest industry research report.
About GWN Securities, Inc.
Based in Palm Gardens, Florida, GWN Securities, Inc., is a nationally recognized Broker-Dealer and Registered Investment Adviser (RIA), an authorized Financial Services Provider, and a member firm of FINRA. For more than two decades, GWN’s focus has been to support our family of independent financial professionals and their growing practices. With the advisor’s brand able to be front and center with their clients, we believe our assistive structure fosters the type of long-term relationship that advisors can truly build upon. To learn more, visit www.gwnsecurities.com.
