GWP Advisor™

Account Management Solution for Managed Account Programs

Wealth management professionals are often in search of end-to-end solutions, including investor prospecting, account aggregation and reconciliation, and account management and reporting. Global Wealth Platform (GWP) Advisor's powerful web-services platform supports these business requirements for wealth management professionals such as registered investment advisors, unified managed account managers, broker dealers and professionals working in financial institutions.

Today's wealth managers are turning to GWP Advisor's web-based platform to outsource their daily account management requirements. With GWP Advisor, you keep your firm's look and feel with a branded site, while at the same time benefit from automated investment methodology and account management requirements.

"benefit from automated investment methodology and account management"

GWP Advisor provides you with:

• Fully-integrated processing, with proprietary technology designed specifically for the wealth management industry.
• A hosted service that eliminates the need to support and maintain a cost-prohibitive IT infrastructure.
• Faster time to market, thanks to new business initiatives and mandatory market changes.
• Assured scalability and flexibility, with architecture built on the latest Microsoft^® technology.
• Reliable proprietary data from the data pipelines of leading securities clearing firms, which saves you time and money when aggregating key client data.