By Mike Burke on September 25, 2025September 25, 2025 The business strategy team is excited to introduce the GVA Growth Gateway, which has replaced the previous “Home” dashboard in Salesforce. The Growth Gateway is designed to serve as a single pane of glass for individual advisors and DBAs with multiple advisors. Bringing these metrics together in one place allows advisors to easily review and track growth indicators while also staying on top of compliance and operational needs. At the branch manager level, managers can view overall firm performance. At the individual advisor level, each advisor can track their own metrics within the firm. At both levels, users can monitor key growth indicators such as: Assets Under Management Metrics Month-Over-Month AUM Tracks total advisory AUM by office on a monthly basis. Compares two months prior to the most recent month. For example, the report currently shows July’s end-of-month totals compared to August’s end-of-month totals. Advisory Accounts by Custodian Previous Month’s New Advisory Accounts Year-to-Date New Advisory Accounts by Advisor AUM by Office Weekly Opened and Closed Accounts Employer Plans New Investable Assets Total AUM by Age Group Average Advisor Metrics (should we indicate this is at the branch manager level?) Advisor size, accounts per advisor, account size, and number of custodians Revenue Metrics Revenue by Pay Cycle This chart is stacked by advisor Revenue by Financial Account Type Shows revenue for employer plans compared with investment accounts Account AUM by Fee Cycle Operational Metrics Client Engagement Agreement Status Accounts Not Linked to a Household Open Tasks Compliance Metrics Tickets by Status As a member of the GVA community, your perspective is highly valued. We encourage you to share feedback on what is most useful, what could be improved, and any additional insights you would like to see in the future. Your input will be instrumental in the evolution of this dashboard. To share feedback, please email Kaela Frenchman at kfrenchman@greatvalleyadvisors.com. We look forward to hearing your thoughts and to seeing how the Growth Gateway Dashboard supports your ongoing success and future growth.