Transition Support

We will be with you every step of the way throughout the transition process.

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Going independent

One of the biggest concerns with going independent is the transition process. At Great Valley Advisor Group (GVA), we understand that change can be difficult, and have built a dedicated transitions team and program to ensure you efficiently move your clients over in a timely matter.

When joining GVA, we will be with you every step of the way throughout the transition process.

Our customized in house solution will focus on the following items:

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Transition Plan

A customized transition plan that outlines each major milestone before your “Go” date

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Dedicated Contact

A dedicated contact from the integration team at LPL Financial

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Contract Review

Optional contract review with
LPL’s legal team

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Applications

In house developed proprietary applications, OnboardWithEase©, to help prepopulate transfer forms and input information into the proper systems

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Online Tools

Online secure centralized repository, netdocuments, for transition documentation storage

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Advertising

Marketing consultation with our partner, Snap Creative Marketing

Our goal at GVA is to make sure you get the attention and assistance you deserve. 

Don’t believe us? We have transitioned a diverse group of advisors who would love to share their experiences with you.

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The GVA Tech Stack

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Advisor Compensation & Valuation

AdvisorBOB (Book Of Business) was built in-house and is GVA’s proprietary advisor compensation software. A dynamic platform for stand-alone advisors, or multi-advisor offices.

Learn more about AdvisorBOB

GVA Online Portal

Customized Salesforce CRM

A fully customized Salesforce solution for the entire office. GVA built this platform from feedback from our advisors.

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Secure Documentation Storage

Integrated with GVA’s Online Portal, NetDocuments allows you to conveniently access important RIA documents from within your Salesforce account.

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Performance Reporting, Trading, & Account Aggregation

Advisors who hold assets at any of our custodians have the ability to utilize the Orion platform. In addition to next-generation reporting, tools for trading, and business intelligence help fuel our advisors continued growth.

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Document Automation Software

All compliance documents requiring advisor signatures are built out in PandaDoc for easy completion and review.