GATEWAY WEALTH PARTNERS

Build. Scale. Customize.

The powerful, adaptable investment management platform
for the modern Financial Advisor designed to create a
scalable client experience.

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Happy Clients

Don't miss the opportunity to scale your practice.

Our Core Values

We are founded upon five pillars of partnership; teamwork, innovation, superior customer experience, integrity, and freedom. We are committed to building long-term relationships with every advisor we serve by providing superior service from a skilled and knowledgeable team. We accomplish this through advanced practices, cutting edge technology, and protecting the freedom that our advisors have worked hard to  achieve.

WHO WE ARE

Our Business Is Making Your Life Easier

Our goal is to provide our advisors with trust and confidence throughout their Bench of Life™. We strive to support them in the many facets of their lives, and stay a step ahead of where they want to be. As an independent firm, we do not focus on particular products or platforms, but provide options along with the freedom to choose.

Increase Productivity

Focus on revenue generating activities and spend more time with your clients.

Save Time

Outsource time consuming trading and model management through our innovative platform.

OUR SERVICES

Features & Functionality

Investor Risk Profiling

Help clients grasp the relationship between risk and reward using the simple Risk Number™, backed by proven science. The PWS platform is deeply integrated with Riskalyze, providing a clear roadmap for your clients while meeting strict fiduciary requirements.

Portfolio Analytics

Drive smarter investment decisions using portfolio analytics and powerful research. Screen for model portfolios across dozens of investment companies, view historical performance and compare it to other models to find the perfect investment for your clients.

Proposal Generation

Tailor the Proposal to your client. Pick and choose what metrics are most important for the client to see and build a report that shows your value. Create an Investment Policy Statement to outline your advisory relationship to set great expectations. Ultimately show your client a portfolio that lines up with their goals.

Portfolio Construction

Choose from hundreds of pre-built models from our investment management partners: Blackrock, First Trust, American Funds and more. Mix and match up to three model portfolios to create a custom strategy for your client; or keep it simple and choose a single model that does the job. Easily see six-month performance expectation, dividend yield, expense ratio, and asset allocation of the portfolio you build.

Model Management

The Gateway Wealth Partners trading team has you covered when it comes to model management. Submit orders for new investments, model adjustments, and cash requests for our team to handle. We will handle all trading and rebalancing across your accounts on the platform to deliver investment management at scale for you and your clients.

Compliance and Risk Management

Stay compliant with your advisory accounts using Gateway Wealth Partners. We will rebalance every account to prove active management according to industry standards. Make audits a breeze with outsourced management and the Riskalyze Risk Number™ to prove risk alignment.

“An integrated and
comprehensive technology
package that propels
growth and efficiency.”

WHY CHOOSE US

Your Freedom to Choose is Important to Us

Protecting our advisors’ freedom has always been our #1 concern. By providing our advisors with the freedom to choose, we are empowering them to best serve their clients how they see fit. No restrictions. No handcuffs.

HOW IT WORKS

Our Process

Our automated investment management solution comes with access to our best-in-class portfolio trading algorithms, a wide range of portfolio allocations, and powerful performance reporting tools.

Plan and Propose

Use the Nobel Prize-winning Riskalyze framework to research models and match your client up with a portfolio aligned with their risk. With the click of a button, prepare an easy-to-read report for your client meeting.

Onboard

Submit your trades through our easy-to-use web-based order entry forms. The trading team will allocate the account to your desired model.

Manage and Monitor

The trading team keeps your client accounts on target through active monitoring and rebalancing. Submit any maintenance requests to the trading team for completion.

Still unsure? Get your questions answered by our team!

We believe in taking a personalized, holistic approach with every client. Our team will patiently guide you through the process, providing clarity at every step.

CONTACT US

Get In Touch

Have a question? Let us know by sending us a message! One of our dedicated team members will get back to you.