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Gateway Financial Group
Location
500 Winding Brook Dr Ste 4,
Glastonbury, 06033-4336, CT,
United States
Website
https://www.mygfpartner.com/
Phone
1 860-652-4360
Artw industry
Banking and Financial Services
Employee
Revenue

Gateway Financial Group Technographics

Gateway Financial Group Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Gateway Financial Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Gateway Financial Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Gateway Financial Group has purchased the following applications: Microsoft 365 for Collaboration in 2017, HappyFox Help Desk for Customer Support in 2021, RightCapital Client Onboarding for Investor Onboarding in 2022 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Gateway Financial Group is running and its propensity to invest more and deepen its relationship with Microsoft , HappyFox , VBOUT or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing Gateway Financial Group revenues, which have grown to $1.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Gateway Financial Group intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

Gateway Financial Group Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2017 2017
Collaboration Collaboration 2017 2017
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
HappyFox Legacy HappyFox Help Desk Customer Support CRM n/a 2021 2021
Marketing Automation CRM 2020 2020
Tag Management CRM 2021 2021
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
RightCapital Legacy RightCapital Client Onboarding Investor Onboarding Investment Management n/a 2022 2022
In 2022, Gateway Financial Group implemented RightCapital Client Onboarding to streamline client intake and enable tax-efficient retirement scenario modeling. The practice in Glastonbury, Connecticut deployed RightCapital Client Onboarding within the Investor Onboarding category to accelerate financial plan creation and improve prospect engagement. The deployment leveraged RightCapital’s onboarding link and questionnaire and account aggregation capabilities to reduce planning time and surface client-held assets during intake. Functional capabilities implemented included client data capture, consolidated account aggregation feeding planning inputs, and tax-efficient distribution and retirement scenario modeling embedded in the onboarding workflow. Operational scope focused on the advisory practice in the United States and targeted core finance and investor onboarding business functions for advisors. Governance was executed at the practice level through configuration of questionnaire flows and aggregation credentials to ensure data accuracy during onboarding, and reported outcomes included an estimated 2 to 3 hours saved per week in planning effort and a prospect win where an advisor demonstrated $116,000 in projected tax savings using RightCapital Client Onboarding.
Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 2020 2020
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2020 2020
Transactional Email PaaS 2021 2021
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2021 2021
IT Decision Makers and Key Stakeholders at Gateway Financial Group
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Gateway Financial Group Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Gateway Financial Group Technographics

Gateway Financial Group is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Gateway Financial Group operates a diverse technology stack with applications such as Microsoft 365, HappyFox Help Desk and RightCapital Client Onboarding, covering areas like Collaboration, Customer Support and Investor Onboarding.

Gateway Financial Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, HappyFox and RightCapital.

Gateway Financial Group recently adopted applications including RightCapital Client Onboarding in 2022, HappyFox Help Desk in 2021 and Google Tag Manager in 2021, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Gateway Financial Group’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Gateway Financial Group’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

Subscribe to APPS RUN THE WORLD to access the complete Gateway Financial Group technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.