Technology & Operations

We offer a full range of solutions.

We offer customizable proprietary technology and 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:

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.

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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. 

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Private and redundant ISO 27001 datacenters

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SSAE-16 (SOC 2) certified

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SEC, FINRA, HIPAA compliant

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Encryption both in transit AND at rest

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There 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.