Technology

We offer a full range of solutions

GVA is no stranger to technology, from our in house customized compliance portal, to your very own document storage system, we have a full range of solutions designed specifically for your office.

When partnering with GVA, each advisor receives access to the following systems:

ADVISOR BOBAdvisorBOB© can handle all of your fee payment reporting needs. A proprietary system built specifically for the advisors of GVA, allows you to consolidate billing across multiple custodians, control costs, understand your book value, and enhance your firms value add.


GVA Online Portal

The Great Valley Advisor Group Online Portal is ready to go day one when you join. A fully customized force.com solution for the entire office, that helps centralize all business activities across multiple platforms. The portal has been completely built by feedback from our advisors, and due to it’s flexibility, is able to be updated based on your book of business. From annual client review reminders, to streamlining your office tasks, this solution is focused to help maintain and grow your practice.


Great Valley Advisor Group - Fact Finder

Advisors of Great Valley Advisor Group automatically have access to the GVA Fact Finder. This system allows clients to securely enter their information, which transfers via https, and auto-creates a profile within GVA’s Online Portal. Being able to securely send a link for your clients to enter their info is critical to help streamline your operations and help move accounts.


NetDocuments

NetDocuments brings together a powerful suite of document and email management tools under a single turnkey solution. Standing out from the crowd with world-class security, compliance, and disaster recovery. Through GVA’s partnership with NetDocuments, we have helped our advisors centralize documentation, and streamline technology, improving the way they work.

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Private and redundant ISO 27001 datacenters

SSAE-16 (SOC 2) certified

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SEC, FINRA, HIPAA compliant

Encryption both in transit AND at rest


 

Team ViewerThere is nothing worse than not being able to focus on your work. Through our partnership with Teamviewer, we are able to help save you time and money by support, assist, interact, and collaborate with the click of a button. With its high security, including RSA 2048 public/private key exchange, AES 9256 bit) session encryption end to end, and other password options, it is a valuable resource.

Succession Solutions

Advisors spend their careers guiding clients into retirement, but often overlook their own. Great Valley Advisor Group (GVA) has helped, and continues to assist advisors create a plans for the most comprehensive “exit strategy.”

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