By Stef Dolan on January 16, 2025January 17, 2025 At GVA, we know how important technology is to financial advisors. Without sacrificing the human element, our technology stack is purpose-built for advisors dedicated to improving client interaction, streamlining processes, and making data-driven decisions. Our customized suite of tools enables advisers to focus on what counts, providing individualized advice and developing closer customer relationships rather than simply automating procedures. The primary pillars of our software package include financial planning, portfolio management, and customer relationship management. Advisors can streamline their firms by automating data entry, performance monitoring, and compliance reporting processes. Those functions are essential to any successful financial services firm, and GVA advisors excel at utilizing our technology to serve their clients efficiently and effectively. Our biggest differentiator at GVA is our ability to consolidate operations through AdvisorBOB. From a single platform, advisors can easily handle client data, create reports, and monitor investments, guaranteeing accuracy and cutting down on duplication. Thanks to this simplified, consolidated approach, advisors can work smarter with complete control over their workflow. Advisors can devote more time to providing their customers with strategic insights by automating repetitive tasks. Financial advisors can benefit greatly from technology, but finding a balance is essential. At GVA, we ensure advisers provide their clients with the highest level of service by combining technology and human experience. Like all technology, advisors should use Artificial Intelligence, Machine Learning, and automation as tools to enhance their practice rather than replace direct contact with their clients. GVA helps all our advisors harness the best tools and practices to grow their firms. Our investment in a custom-built, advisor-focused technology stack embodies our dedication to giving financial advisors state-of-the-art resources that maximize productivity while maintaining the human element that is crucial to financial planning. Advisors are able to provide greater value and create more profound, lasting client relationships. Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial. Compliance Tracking # – 675814