Service & 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:

NetDocumentsNetDocuments 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.


Private and redundant ISO 27001 datacenters

SSAE-16 (SOC 2) certified

SEC, FINRA, HIPAA compliant

Encryption both in transit AND at rest


GVA Online PortalThe Great Valley Advisor Group Online Portal is ready to go day one when you join. A fully customized 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.


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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Take your practice to the next level