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World Investment Advisors Expands Technology Tools

World Investment Advisors, LLC, a prominent player in the financial advisory landscape, has recently announced significant enhancements to its technology framework, aimed at empowering financial advisors with additional tools that foster growth and efficiency. This strategic move is a continuation of their ongoing commitment to innovate and optimize the services provided to both advisors and clients.

The firm’s latest offerings include an impressive arsenal of tools designed to enhance various facets of wealth management. These additions comprise partnerships with esteemed WealthTech providers such as Pontera, Holistiplan, Forms Logic, and FMG Suite. Each tool is selected to improve specific operational aspects, ultimately delivering a superior experience for both advisors and clients alike.

Key Technology Additions

1. Holistiplan: This technology simplifies and scales tax planning for financial advisors, allowing them to identify lucrative planning opportunities and streamline their processes. By leveraging artificial intelligence, Holistiplan enhances client engagement and satisfaction while also shortening the timeline for winning new clients.

2. Pontera: Designed to manage and trade clients' accounts within retirement plans, Pontera provides a holistic perspective on assets, empowering advisors to deliver comprehensive and integrated planning. This also improves the service experience for clients enrolled in employer-sponsored retirement plans.

3. Forms Logic: A fully electronic document management system that aids in reducing administrative burdens, Forms Logic enables advisors to engage in efficient, paperless account opening and management, thereby freeing up valuable time for client interactions.

4. FMG Suite: This partnership focuses on enhancing client communication. The integration of MyRepChat enables advisors to connect efficiently and compliantly with their clients through text messaging while also providing access to high-quality, curated content.

A Commitment to Innovation

Troy Hammond, CEO of World Investment Advisors, highlighted the firm’s ongoing dedication to providing top-tier tools and services. According to Hammond, the recent advancements follow the successful launch of the World Managed Account Platform (WorldMAP), which serves as a central hub for advisors to effectively manage client portfolios and access World’s extensive technology resources.

WorldMAP is an open-architecture platform that facilitates multi-custodial investment and portfolio management. Incorporating advanced technological solutions, this platform assists advisors in saving time, optimizing outcomes, and enhancing client management strategies. Within this environment, advisors have comprehensive visibility of client data through the newly launched Advisor Connect portal, which utilizes Microsoft’s Power BI technology for deeper business analytics.

In line with these initiatives, World Investment Advisors has made a strategic move by appointing Sarah McGilton as Director of Platform Technology and Strategy. With her experience at Juniper Square, McGilton is poised to lead the continued development and integration of technology solutions tailored to empower the firm’s advisors.

The Broader Impact

These strategic investments in technology are designed not only to keep pace with industry advancements but also to position World Investment Advisors as a leader in the advisory space. By equipping advisors with cutting-edge tools, they can effectively scale their practices, increase revenue, and maintain a high level of service to their clientele.

The focus on technology and innovation aligns with the broader trends in financial advisory services, which increasingly rely on technology to enhance client engagements and operational efficiencies. With a skilled team and robust technological ecosystem, World Investment Advisors is well-positioned to support the evolving needs of financial advisors in a competitive landscape.

To learn more about the enhanced tools and services available to advisors, interested parties can visit World Investment Advisors. As the firm continues to innovate, they remain committed to upholding excellence in client service and wealth management solutions.