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GWN Securities
Location
11440 N Jog Road,
Palm Beach Gardens, 33418, FL,
United States
Website
https://www.gwnsecurities.com/
Phone
1 561-472-2700
Artw industry
Banking and Financial Services
Employee
Revenue

GWN Securities Technographics

GWN Securities Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by GWN Securities and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 GWN Securities employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that GWN Securities has purchased the following applications: Advisor360 for Asset and Wealth Management in 2024 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems GWN Securities is running and its propensity to invest more and deepen its relationship with Advisor360 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 GWN Securities revenues, which have grown to $42.0 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 GWN Securities 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.

GWN Securities Data, Technology Stack, and Enterprise Applications
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Advisor360 Legacy Advisor360 Asset and Wealth Management Investment Management n/a 2024 2024
In 2024, GWN Securities implemented Advisor360 for the "" Apps Category to provide a unified, multi-custodial account opening solution and a modern advisor desktop, modernizing the advisor experience to support growth and advisor recruitment across the United States. The engagement explicitly includes account opening, advisor experience, data & reporting, and a client portal, aligning the Advisor360 deployment with front-office onboarding and client collaboration workflows. The Advisor360 implementation configured account opening workflows for multi-custodial routing and automated onboarding tasks, and provisioned a modern advisor desktop to centralize client records, task lists, and engagement tools. Data and reporting capabilities were implemented to consolidate onboarding status, advisor activity, and client portal interactions, enabling consistent reporting feeds and advisor performance visibility. Operational coverage targets advisor teams and recruiting initiatives across the United States, with the client portal and online collaboration features intended to streamline investor onboarding and increase remote engagement. Governance emphasis in the engagement centers on standardizing account opening business rules, data ownership for reporting, and phased rollout of Advisor360 modules to align advisor adoption with client onboarding process changes.
IT Decision Makers and Key Stakeholders at GWN Securities
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by GWN Securities Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD GWN Securities Technographics

GWN Securities is a Banking and Financial Services organization based in United States, with around 150 employees and annual revenues of $42.0 million.

GWN Securities operates a diverse technology stack with applications such as Advisor360, covering areas like Asset and Wealth Management.

GWN Securities has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Advisor360.

GWN Securities recently adopted applications including Advisor360 in 2024, highlighting its ongoing modernization strategy.

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

Our research team continuously updates GWN Securities’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 GWN Securities technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.