By James J. Spinelli, ChFC®, AIF® on December 5, 2022June 7, 2023 At Great Valley Advisor Group, our focus on technology is intentional. It is in our mission statement, and at the forefront of everything we do. Our goal is for our advisor partners to up-level their practices by providing them with the tools and resources they need to better engage their clients and streamline their business. Through the use of GVA’s technology platform and offerings our advisors gain confidence and visibility, placing them in the best possible position to grow their firms and meet their long-term objectives. “From a technology perspective, James has a vision that is, in my opinion, further ahead than anyone else I met with—and it was actually not even close.” Ty Bernicke, CFP In addition to the wide variety of ways we support our employees and advisors,—such as providing a unique culture, taking the stress and guesswork out of compliance, hosting engaging advisor events, fostering a collaborative network of experienced financial professionals, among many others— GVA’s comprehensive technology suite allows our advisor partners to focus on their clients, while we take on the burden of technological research, selection, and integration ourselves. “There are so many tools to choose from when going independent… at GVA we’ve partnered with the best in class to help you get a foundation to grow off of. We’ve done the work, we’ve done the due diligence, we’ve done the research, to make sure the tools you’re using are best suited to help you grow your business” James Spinelli, COO GVA has built a robust, integrated platform that prioritizes ease-of-use and growth. For example, we partner with Align Cybersecurity to design and implement our cybersecurity policies and procedures. We customize Salesforce for our team and advisors—including specialized workflows, processes, automation and more—to streamline activities and allow more time for business-building efforts. And we’re continuously monitoring and, when appropriate, adding to our full library of integrated tools and partnerships ensuring that GVA’s advisor network is outfitted with best-in-class technology. In summary, GVA provides technology solutions that quickly, efficiently pull reports and benchmarks, allowing employees and advisors to better understand challenges and trends, make data driven decisions, and create solutions in real-time. Additionally, we can connect advisors who have faced similar situations or challenges to efficiently share strategies across our extensive network of financial professionals across the United States. Our goal to effectively elevate the conversation from surface- level to an in-depth, actionable discussion – and we believe we have done just that. Explore GVA’s Technology & Operations Solutions The technology we have in place is attractive to our advisor partners because it allows us to collaborate with them differently than traditional methods. GVA’s technology solutions include: AdvisorBOB: 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. Learn more SalesForce Lightning: 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. Learn more Orion Risk Intelligence: 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. Learn more Morningstar: Advanced Portfolio Analytics Data, research, and software created to help you build your business and strengthen the relationships that support it. Learn more LPL Enhanced Trading: Investment Management Platforms Full array of sophisticated advisory platform tools and resources to keep your business running efficiently. Learn more GVA SecureOffice: Comprehensive IT Services Platform Suite of cutting-edge solutions encompasses everything from cloud computing to cybersecurity services. Learn more DocuSign: Contract Lifecycle Management Modernize agreements to automate processes, accelerate turnaround times and digitize key financial documents. Learn more Snap Creative: Full-Service Marketing Expertise Dynamic marketing strategy based on years of experience creating highly targeted campaigns across a variety of industries. Learn more Stripe: Online Payment Processing A technology company that builds economic infrastructure, on a mission to increase the GDP of the internet. Learn more Intuit Quickbooks: Advanced Accounting Software Work smarter and grow faster with real-time insights, profitability reports, and automated workflows. Learn more Microsoft Teams: Comprehensive Communication Platform Meet, call, collaborate, and chat across all business functions in a single, integrated communication platform. Learn more Own Backup: SaaS Data Protection Proactively prevent loss of mission-critical data and metadata with automated backups and rapid, stress- free recovery. Learn more Orion Advisor Tech: Financial Technology for Advisors Implement technology for a range of different needs to help advisors of all business models fulfill their fiduciary responsibilities. Learn more Salesforce Document Management: Organize, Share, & Manage Content Simplifies content management by incorporating user-friendly features enabling organization, sharing, and searching. Learn more Smarsh: Compliance & Oversight Solutions Future-proof capture, archiving and oversight solutions that help you manage risk and unleash the intelligence in communications data. Learn more SharePoint: Mobile, Intelligent Intranet Share and manage content, knowledge, and applications to empower teamwork, quickly find information, and collaborate seamlessly. Learn more Pontera: Professionally Managed Accounts Trade and rebalance held away accounts just like custodied accounts, all through a single, seamless, integrated interface. Learn more Alpha Verification: GIPS Verification Specialists CPA, CIPM and CFA Charterholders with executive level money manager experience conducting GIPS verification. Learn more eMoney: Comprehensive Financial Planning The industry’s most sophisticated advanced financial planning solution, all from a single powerful platform. Learn more Advsry: Web, UX, and Digital Strategy Deeply integrated, highly collaborative approach to digital strategy, user experience, technology infrastructure and more. Learn more MyRepChat: Fully Compliant SMS Texting Integrated marketing and dynamic growth with a fully compliant SMS texting platform for regulated industries. Learn more StockRover: Investment Research & Analysis Advanced web application aimed at simplifying and improving the way investors perform research, make decisions and track investments. Learn more Tracking#: 1-05349388