The central pillar of our advanced technology is embodied in the GWN Advisor Workstation. Our proprietary system meticulously records each phase of the investment process, ensuring unparalleled oversight and management.

The Advisor Workstation represents a comprehensive technological suite developed by GWN, pioneering its class within the financial sector. This offering sets a higher standard for accessibility and efficacy, offering one of the most sophisticated yet cost-effective suites for Financial Professionals. It melds client management utilities with robust analytical engines, optimizing your time to its greatest potential.

Navigating the landscape of the financial sector, with its constant regulatory demands, documentary obligations, evolving products and services, alongside reporting requirements, can potentially cause a technological quagmire. The search for synergistic programs that integrate seamlessly in service to Financial Professionals can be daunting. GWN takes considerable pride in offering a comprehensive and intuitively navigable technological suite comprised of numerous avant-garde applications designed to significantly amplify an advisor’s operational capabilities in their day-to-day business activities. The Advisor Workstation is a unique technological SOLUTION, providing advisors with a centralized resource.

Offering unparalleled service delivery, the GWN Advisor Workstation empowers financial advisors with:

• Unrestricted access around the clock via any internet-enabled computer or portable device
• An integrated view of all client accounts
• Customizable client portal
• An extensive reach into account detail and commission through sophisticated data analysis tools
• A transparent ledger detailing commissions and fees, including historical records
• Digitally archived records encompassing all paperwork submitted on behalf of client

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GWN Technology Partners Provided at Discounted Cost

• REDTAIL – Client Relationship Management Application (CRM)
• MONEYGUIDEPRO – Web-based financial software
• MORNINGSTAR- Comprehensive database and portfolio analytics, the diagnostic tool including Portfolio X-Ray, Stock Intersection, and Portfolio Snapshot Reports
• Forefield/Broadridge -Professional web design and social media content
• FMG Suite-Professional web design and social media content
• E-Relationship – Lead Generation
• MyRepChat – Compliant Texting
• Office365 – Email Hosting

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Please contact GWN Securities for more information via the Contact Us page.