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Gateway Financial Partners Launches GatewayGO

Gateway Financial Partners, an independent wealth management firm, has recently unveiled its innovative advisor experience platform, GatewayGO, during the Align Advisor Conference held in Orlando, Florida. The firm, which supports over 200 affiliated advisors across 27 states and manages more than $10 billion in assets, aims to elevate the way advisors operate by offering a unified interface that integrates essential management tools.

What is GatewayGO?

GatewayGO is designed to centralize various aspects of an advisor's practice. This platform amalgamates custodial services, customer relationship management (CRM) systems, marketing tools, portfolio management, planning utilities, billing processes, and compliance systems. With GatewayGO, advisors gain a comprehensive daily overview of their households, assets, revenues, and outstanding items, all from a singular dashboard, thereby significantly reducing the time spent on manual reporting.

Bridging Independence and Enterprise

The platform embodies Gateway's philosophy of merging independence with the tools of a larger enterprise. It provides an ecosystem where advisors benefit from data automation and streamlined workflows, allowing them to better serve their increasing client base. As David Wood, the Founder and Chief Visionary Officer of Gateway, articulates, "GatewayGO is about how we best support our advisors," reflecting the firm’s commitment to enabling advisors to focus on their clients rather than navigating multiple disconnected systems.

Enhanced Features for Advisors

1. Single Dashboard Access: GatewayGO provides a consolidated view of vital business metrics, helping advisors track their households, assets, and revenues efficiently.
2. Connected Workflows: It automates processes across existing systems, presenting a seamless experience for advisors and their team members. This automation ensures that client servicing remains consistent and far more efficient.
3. AI-Enabled Platform: GatewayGO builds on a sound data foundation that allows for the integration of artificial intelligence tools, enhancing the usability for advisors. This evolution positions advisors to leverage AI capabilities effectively without compromising on data integrity.
4. Scalable Growth Solutions: GatewayGO supports initiatives related to recruitment, practice acquisitions, and succession planning, ensuring that advisors can scale their operations sustainably.

Milemarker powers GatewayGO, creating a robust architecture tailored for wealth management, ensuring that Gateway achieves a reconciled data strategy that advisors can depend on. Jud Mackrill, Co-founder and CEO of Milemarker, emphasizes the uniqueness of GatewayGO by stating that it operates on data the firm owns and manages, providing Gateway advisors with enterprise capabilities while maintaining their operational independence.

Future Rollout Plans

Starting in November, Gateway will begin the phased rollout of GatewayGO to its affiliated advisors, promising enhancements and additional capabilities to be introduced over time. This launch signifies not just a technological advancement but also Gateway's ongoing dedication to fostering an enriching environment for its advisors and their clients.

About Gateway Financial Partners

Founded in 1994, Gateway Financial Partners has steadily grown its operations, becoming one of the leading independent wealth management firms. Headquartered in Glastonbury, Connecticut, with a secondary office in Appleton, Wisconsin, the firm embodies a hybrid model, combining an LPL Financial OSJ structure with an RIA framework. Their commitment to creating a supportive environment for independent advisors positions them as a major player in the industry.

To discover more about Gateway Financial Partners and GatewayGO, visit joingateway.com.