Advisor Tools

Technology that helps you
personalize and systematize

As a financial planning practice grows, delivering top-quality client services on a consistent basis becomes increasingly challenging. You need your dealer in your corner, supporting you in every way possible.

We pride ourselves in the achievements we’ve made in systematizing advisor business processes and client communications. With access to our efficient back-office procedures and advanced technology platform, you can run your growing practice your way while providing industry-leading service to your clients.

GP Wealth offers premium client relationship management tools powered by Microsoft Dynamics CRM and Winfund. We invite you to learn about our tool set by clicking on the tabs below: