Technology That Can Help You Scale
Build your practice for scale with GVA Technology – built by independent advisors, for independent advisors. GVA invests in building, customizing, and integrating your technology so you can focus on delivering the best possible experience for your clients.
The GVA Tech Stack
Each advisor automatically receives access to the following tools after joining GVA.
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.
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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.
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Build YOUR Tech Stack
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.
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.
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Advanced Portfolio Analytics
Data, research, and software created to help you build your business and strengthen the relationships that support it.
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Investment Research & Analysis
Advanced web application aimed at simplifying and improving the way investors perform research, make decisions and track investments.
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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.
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Advanced Accounting Software
Work smarter and grow faster with real-time insights, profitability reports, and automated workflows.
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Investment Management Platforms
Full array of sophisticated advisory platform tools and resources to keep your business running efficiently.
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Modern Financial Planning for Today's Advisors
A financial planning solution that simplifies the complexity, RightCapital's software is built to make the financial planning process a breeze for advisors and clients.
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Revolutionary Wealth Planning Solution
A powerful technology solution and user experience for advisors to use alongside their Ultra High Net Worth clients.
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Comprehensive Financial Planning
The industry’s most sophisticated advanced financial planning solution, all from a single powerful platform.
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Compliance & Oversight Solutions
Future-proof capture, archiving and oversight solutions that help you manage risk and unleash the intelligence in communications data.
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Fully Compliant SMS Texting
Integrated marketing and dynamic growth with a fully compliant SMS texting platform for regulated industries.
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Modern CRM for Financial Advisors
Wealthbox is a full featured CRM you’ll actually enjoy. Powerful, beautiful, and easy to use. No training required.
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Fully Integrated CRM
Whether you are looking to strengthen your client relationships, improve your team’s collaboration efforts, increase profitability, or decrease client attrition, Redtail CRM offers tools to assist in your efforts.
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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.
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Comprehensive IT Services Platform
Suite of cutting-edge solutions encompasses everything from cloud computing to cybersecurity services.
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Comprehensive Communication Platform
Meet, call, collaborate, and chat across all business functions in a single, integrated communication platform.
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Contract Lifecycle Management
Modernize agreements to automate processes, accelerate turnaround times and digitize key financial documents.
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SaaS Data Protection
Proactively prevent loss of mission-critical data and metadata with automated backups and rapid, stress-free recovery.
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Organize, Share, & Manage Content
Simplifies content management by incorporating user-friendly features enabling organization, sharing, and searching.
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Mobile, Intelligent Intranet
Share and manage content, knowledge, and applications to empower teamwork, quickly find information, and collaborate seamlessly.
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Full-Service Marketing Expertise
Dynamic marketing strategy based on years of experience creating highly targeted campaigns across a variety of industries.
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Web, UX, and Digital Strategy
Deeply integrated, highly collaborative approach to digital strategy, user experience, technology infrastructure and more.
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Printing, Direct Mail, & Print Management Solutions
Providing you the most advanced print management solutions, services, tools and technologies to support the success of your business.
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Online Payment Processing
A technology company that builds economic infrastructure, on a mission to increase the GDP of the internet.
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Financial Technology for Advisors
Implement technology for a range of different needs to help advisors of all business models fulfill their fiduciary responsibilities.
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Professionally Managed Accounts
Trade and rebalance held away accounts just like custodied accounts, all through a single, seamless, integrated interface.
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The GIPS Verification Specialists
CPA, CIPM and CFA Charterholders with executive level money manager experience conducting GIPS verification.
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From a technology perspective, James has a vision that, in my opinion, is further ahead of everybody else that I met with. It was not even close, as far as from a technological perspective.
We’re not the most technology-savvy advisors, so we want to partner with somebody that helps us find the new technology, help us to utilize the technology and resources that they have so that we can be more efficient, and help our staff be more efficient. One example, the team at GVA is constantly making changes and further customizing the Salesforce program as needed, which allows us to rely on Salesforce more and more, it’s becoming an increasingly important tool to our business.
We utilize Salesforce and the GVA Portal—and I have to say those are both definitely advancements than what I've used in the past.