Enabling Technology

Unlike our competitors that hide from transparency, our app, the GWS Portal, allows our clients to easily view their investment performance net of fees, their detailed benchmarks, and fees paid to our firm. We believe this simple transparency strengthens trust with the families we serve and, surprisingly, allows us to stand out in the wealth management field. It was developed with industry-leading technology from Black Diamond. In particular, our best-in-class Portfolio Dashboard facilitates a phenomenal digital experience for the families we serve. 

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View the video below for a demo of how our app works or request a more personalized in-depth demo.