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. Watch Video 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. Learn More 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 Comprehensive IT Services Platform Suite of cutting-edge solutions encompasses everything from cloud computing to cybersecurity services. Learn More 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. DATA & ANALYTICS COMPENSATION TRADING & REBALANCING FINANCIAL PLANNING COMPLIANCE CRM INTERNAL COMMUNICATION DOCUMENT MANAGEMENT WEB DESIGN & MARKETING OTHER TOOLS 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 Advanced Portfolio Analytics Data, research, and software created to help you build your business and strengthen the relationships that support it. Learn More Investment Research & Analysis Advanced web application aimed at simplifying and improving the way investors perform research, make decisions and track investments. Learn More 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 Advanced Accounting Software Work smarter and grow faster with real-time insights, profitability reports, and automated workflows. Learn More Investment Management Platforms Full array of sophisticated advisory platform tools and resources to keep your business running efficiently. Learn More 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. Learn More Revolutionary Wealth Planning Solution A powerful technology solution and user experience for advisors to use alongside their Ultra High Net Worth clients. Learn More Comprehensive Financial Planning The industry’s most sophisticated advanced financial planning solution, all from a single powerful platform. Learn More Compliance & Oversight Solutions Future-proof capture, archiving and oversight solutions that help you manage risk and unleash the intelligence in communications data. Learn More Fully Compliant SMS Texting Integrated marketing and dynamic growth with a fully compliant SMS texting platform for regulated industries. Learn More Modern CRM for Financial Advisors Wealthbox is a full featured CRM you’ll actually enjoy. Powerful, beautiful, and easy to use. No training required. Learn More 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. Learn More 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 Comprehensive IT Services Platform Suite of cutting-edge solutions encompasses everything from cloud computing to cybersecurity services. Learn More Comprehensive Communication Platform Meet, call, collaborate, and chat across all business functions in a single, integrated communication platform. Learn More Contract Lifecycle Management Modernize agreements to automate processes, accelerate turnaround times and digitize key financial documents. Learn More SaaS Data Protection Proactively prevent loss of mission-critical data and metadata with automated backups and rapid, stress-free recovery. Learn More Organize, Share, & Manage Content Simplifies content management by incorporating user-friendly features enabling organization, sharing, and searching. Learn More Mobile, Intelligent Intranet Share and manage content, knowledge, and applications to empower teamwork, quickly find information, and collaborate seamlessly. Learn More Full-Service Marketing Expertise Dynamic marketing strategy based on years of experience creating highly targeted campaigns across a variety of industries. Learn More Web, UX, and Digital Strategy Deeply integrated, highly collaborative approach to digital strategy, user experience, technology infrastructure and more. Learn More Online Payment Processing A technology company that builds economic infrastructure, on a mission to increase the GDP of the internet. Learn More 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 Professionally Managed Accounts Trade and rebalance held away accounts just like custodied accounts, all through a single, seamless, integrated interface. Learn More The GIPS Verification Specialists CPA, CIPM and CFA Charterholders with executive level money manager experience conducting GIPS verification. Learn More 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. Ty B. , CFP, GVA Advisor, Eau Claire, WI 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. Joseph K. , GVA Advisor, Pompano Beach, FL 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. Robert S. , GVA Advisor, Doylestown, PA Berwyn, PA 920 Cassatt Rd, Suite 202 Berwyn, PA 19312 (610) 296-7630 Wilmington, DE 1200 Pennsylvania Ave, Suite 202 Wilmington, DE 19806 (302) 483-7200 Braintree, MA 30 Braintree Hill Office Park, Suite 202 Braintree, MA 02184 (610) 296-7630 Boca Raton, FL 3837 NW Boca Raton Blvd, Suite 100 Boca Raton, FL 33431 (610) 296-7630