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

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

Customized Salesforce CRM

A fully customized Salesforce solution developed in-house based on advisor feedback. Offering data-feeds, third-party integrations, and a secure on-line client fact finder.

Learn More

Secure Documentation Storage

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

Learn More

Performance Reporting, Trading, & Account Aggregation

With data-feeds established at each of our custodians, GVA advisors have the ability to utilize the Orion platform. In addition to next-generation reporting, tools for trading, and business intelligence, their platform helps fuel our advisors continued growth. 

Document Automation Software

Advisors have the luxury to sign digital compliance documents in seconds from anywhere, on any device. All documents are signed and stored within netDocuments for recordkeeping purposes.


Stay competitive with your clients and be accessible to potential clients, while complying with industry regulations.


Smarsh focuses on enforcing electronic communications recordkeeping and oversight policies for compliance with SEC regulations.