GP Wealth Management Corp has launched GPWealth360, a new online platform designed to enhance and streamline the delivery of wealth-management services.
Developed in collaboration with Invesco Canada and powered by Invesco’s state-of-the-art advisorDUO system, GPWealth360 gives financial advisors the ability to connect with their clients anywhere, anytime to provide a comprehensive range of digital services, from onboarding new clients to recommending investment portfolios.
The platform, which features an intuitive, easy-to-use digital interface, simplifies service delivery with the ability to assemble all the necessary information and financial documents in a single place, putting them literally at the finger-tips of both advisor and client. Quite simply, opening a new investment account or managing existing accounts has never been easier.
In addition, the traditional paperwork process is eliminated, addressing a major pain point for both advisors and clients while significantly reducing administrative costs.
“Our objective as a dealer is to help our advisors run their practices more effectively and deliver the best possible service experience to their clients,” says George Aguiar, President and CEO, GP Wealth. “We chose to invest in GPWealth360 because we believe it represents a major step forward for our business and will give our independent advisors a clear competitive edge in the market.”
GPWealth360 integrates seamlessly with an advisor’s existing process for serving clients, freeing up administrative time and allowing the advisor to concentrate on client-focused, value-added activities. Moreover, from a compliance standpoint, the digital platform’s consistent, documented process helps ensure that financial advisors are compliant with the latest regulatory requirements.
