Technology
Empowering Advisors with Advanced Solutions
Building and nurturing client relationships demands significant time and effort. At GWN Securities, our goal is to help you reclaim more of that time for what truly matters.
By partnering with GWN Securities, you gain access to an all-encompassing platform that seamlessly integrates portfolio management, trading, document handling, and wealth management. Discover how GWN can transform your practice.
Customize Your Practice
With nearly limitless customization options, GWN’s technology platform enables you to tailor reports to drive meaningful client interactions. Execute all client reporting with a single click, ensuring you're always prepared for upcoming review meetings.
Maximize Your Capabilities with GWN’s Technology
Portfolio Reporting
Organize and share performance data tailored to each client's needs with power and flexibility.
Personalized Dashboard
Customize your dashboard for instant access to an integrated view that matches your workflow.
Investment Proposals
Create client-approved investment proposals quickly for prospects and existing clients.
Models/Rebalancing
Assign and manage models, set cash buffers, lock positions, and rebalance accounts easily.
Trading
Execute multiple trades efficiently for clients, households, or account groups with a multi-account tool.
Contact Management
Track and store nonfinancial client information seamlessly within our CRM system.
Document Imaging
Upload documents with drag-and-drop ease, moving towards a paperless office.
e-Operations
Automate repetitive tasks and set personalized alerts to free up your staff for critical work.
Client Portal
Provide clients with online access to performance data, gain/loss reports, advanced analytics, external asset integration, and statements.