Advisor360 has just added to its network of partnerships with the unveiling of a new collaboration.
GWN Securities, a national independent broker-dealer and registered investment advisor, has selected Advisor360 to build a new technology platform for its advisors.
The firm aims to use Advisor360's unified, multi-custodial account opening solution and flexible wealth management platform as the cornerstone of its new tech stack.
"We believe this technology investment will drive our firm’s next phase of growth, especially when it comes to advisor recruitment and retention," Walter McBay, managing director at GWN Securities, said in a statement.
"This integration will significantly enhance our current and future financial advisors’ productivity—helping them to grow and strengthen relationships with clients," McBay said.
Under the partnership, GWN’s advisors will benefit from a raft of tools on the Advisor360 platform which include account opening, advisor experience, data and reporting, and client portal modules.
The platform promises a seamless, multi-custodial account opening process across various investment assets and product types, alongside a fully integrated advisor desktop.
The firm is also offering a new client portal with wealth planning tools and access to insurance and investment products, which helps facilitate online collaboration with investors.
"We’re pleased to bring our modular wealth technology solutions to GWN’s financial advisors and clients,” said Mike Fanning, CEO of Advisor360, who was appointed to the role in late April.
“Our focus on productivity and fast, high-quality data will help position GWN for accelerated growth," Fanning said.
Over the past year, Advisor360 has rolled out several productivity-enhancing updates, including a gifts and entertainment disclosure feature, a multiple transfer of assets functionality for onboarding, and a revamp of its flagship Client360 application.
“The state comes down on you in years when you make 40% returns for clients,” said Bill Swayne, the advisor and son of Candace Swayne.
The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO
For Gen X clients entering life after work, answering the financial question isn't enough to solve the entire retirement equation.
Tools from Grantd, Income Lab and Healthspan Wealth aim to keep RIAs involved in clients’ biggest money decisions
With elder scam losses near $3 billion, 52 groups urge senators to pass H.R. 9500 before a new Congress resets the clock
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
