Exclusively available through Gradient, gDrive is a powerful virtual agency that provides the infrastructure and support you need to excel in the financial services industry. It allows you to gain a holistic view of your client’s current investment vehicles and overall wealth management. And of course, all data is protected, monitored and maintained, exchanged and secured adhering to compliance and regulatory requirements.

Designed with exclusive programs and systems that “talk” back and forth, gDrive: Virtual Agency automatically helps you collect and maintain essential information. This virtual system is accessible to both you and your clients: anytime, anywhere. The information isn’t locked away in a dark corner, it will live and breathe.

Wealth Management & Legacy Vault

The virtual Wealth Management and Legacy Vault is comprised of two dynamic components and offers powerful features that benefit you and your clients.

• Daily investment and banking values powered by By All Accounts
• Secure portal to pass documents be- tween you and your clients
• Private folders for your clients to maintain items of importance, such as videos, will and trusts

Help your clients make informed deci- sions with snapshots of their financial assets and daily updates of accounts. Plus, allow their legacy to survive multiple generations through secure Web-based storage of family documents and memories.

This system is the foundation to implement cutting-edge prospecting, selling and planning tools. But like any good plan, each activity you undertake needs to be driven by your overall marketing plan – and Gradient has developed Advisor BaseCamp for that exact reason.

 

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