Each advisor automatically receives access to the following tools after joining GVA.
Advisor Compensation & Valuation
AdvisorBOB (Book Of Business), proprietary advisor compensation software, built in-house, providing a dynamic platform for stand-alone advisors or multi-advisor offices
Comprehensive IT Services Platform
Suite of cutting-edge solutions encompasses everything from cloud computing to cybersecurity services
Customized Salesforce CRM
Fully customized Salesforce solution developed in-house based on advisor feedback, includes data-feeds, third-party integrations, and a secure on-line client fact finder
Organize, Share, & Manage Content
Simplifies content management by incorporating user-friendly features enabling organization, sharing, and searching
Explore our full range of technology solutions and discover best-in-class tools that GVA has fully researched and vetted for advisor use—then choose what works for you.
SaaS Data Protection
Proactively prevent loss of mission-critical data and metadata with automated backups and rapid, stress-free recovery
Contract Lifecycle Management
Modernize agreements to automate processes, accelerate turnaround times and digitize key financial documents
Advanced Accounting Software
Work smarter and grow faster with real-time insights, profitability reports, and automated workflows
Understand Risk & Uncover Opportunity
Combine next-level business intelligence, risk analytics, and economic research to help guide each client toward investment strategies that work for them
Advanced Portfolio Analytics
Data, research, and software created to help you build your business and strengthen the relationships that support it
Investment Management Platforms
Full array of sophisticated advisory platform tools and resources to keep your business running efficiently
Full-Service Marketing Expertise
Dynamic marketing strategy based on years of experience creating highly targeted campaigns across a variety of industries
Online Payment Processing
A technology company that builds economic infrastructure, on a mission to increase the GDP of the internet
Comprehensive Communication Platform
Meet, call, collaborate, and chat across all business functions in a single, integrated communication platform
Compliance & Oversight Solutions
Future-proof capture, archiving and oversight solutions that help you manage risk and unleash the intelligence in communications data
Mobile, Intelligent Intranet
Share and manage content, knowledge, and applications to empower teamwork, quickly find information, and collaborate seamlessly
Professionally Managed Accounts
Trade and rebalance held away accounts just like custodied accounts, all through a single, seamless, integrated interface
GIPS Verification Specialists
CPA, CIPM and CFA Charterholders with executive level money manager experience conducting GIPS verification
Comprehensive Financial Planning
The industry’s most sophisticated advanced financial planning solution, all from a single powerful platform
Web, UX, and Digital Strategy
Deeply integrated, highly collaborative approach to digital strategy, user experience, technology infrastructure and more
Fully Compliant SMS Texting
Integrated marketing and dynamic growth with a fully compliant SMS texting platform for regulated industries
Investment Research & Analysis
Advanced web application aimed at simplifying and improving the way investors perform research, make decisions and track investments
Financial Technology for Advisors
Implement technology for a range of different needs to help advisors of all business models fulfill their fiduciary responsibilities
Financial Planning Tools
Turn abstract industry concepts into easily grasped numbers and visuals, providing clients an understandable, engaging, and highly personalized planning experience
