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:
A customized transition plan that outlines each major milestone before your “Go” date
A dedicated contact from the integration team at LPL Financial
Optional contract review with
LPL’s legal team
In house developed proprietary applications, OnboardWithEase©, to help prepopulate transfer forms and input information into the proper systems
Online secure centralized repository, netdocuments, for transition documentation storage
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.
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.
Customized Salesforce CRM
A fully customized Salesforce solution for the entire office. GVA built this platform from feedback from our advisors.
Secure Documentation Storage
Integrated with GVA’s Online Portal, NetDocuments allows you to conveniently access important RIA documents from within your Salesforce account.
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.
Document Automation Software
All compliance documents requiring advisor signatures are built out in PandaDoc for easy completion and review.