Gateway Financial Partners stays ahead of the technological curve by partnering with various technology partners.

GOTO Meeting

The ability to conduct virtual meeting with your clients, prospects, and centers of influence including sharing of your computer screen for proposals or client review information. Easy to use and more formal than a phone call.

Constant Contact, Constant Contact Event Scheduling Module, Constant Contact Survey System

The ability to keep you in touch with clients, prospects, and centers of influence with email marketing, manage and host events with online event marketing with registration, and conduct online surveys. Our marketing team will manage all the creation and distribution of Constant Contact communications with your clients.

Peter Montoya Marketing Library

Provides a complete library of compliance preapproved marketing pieces for you to use with your clients, prospects and centers of influence.

Morningstar Advisor Workstation

Supports you with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business.

Albridge Solutions

We subscribe as an office to effectively manage workflow for your clients. Albridge provides enterprise wealth management services that deliver an accurate, single view of all of their clients' assets. Albridge consolidates client account data from hundreds of disparate sources — proprietary, banking, brokerage, insurance, retirement, alternatives, trusts, etc. — making it the industries most scalable and reliable enterprise wealth management solution. Albridge enables firms to leverage the speed to market of a proven solution with an open architecture for maximum interoperability with your existing technology. With Albridge, you can focus on your core business, while we focus on delivering accurate data to help you expand and deepen relationships with your clients.

Personal Fund

This Internet based solution enables our advisors the ability to uncover the underlying costs of mutual fund investments.

Money Guide Pro

MoneyGuidePro is the first collaborative internet-based financial planning software that is client centered and supports sophisticated, goal oriented planning processes. We have also had this software custom branded for you.

eMoney Advisor

eMoney 360 Pro provides you in the high net worth market the financial planning web technology to attract top tier prospects, provide comprehensive financial planning services for increased fee revenue, and deliver exceptional service. Data aggregation advanced planning, online document storage, and marketing communication tools. We have also had all of the electronic marketing presentations created and CD’s printed to help you market this service.

Let's Talk

500 Winding Brook Drive | P.O. Box 1032 | Glastonbury, CT. 06033 | Phone: 860-652-4360 | Fax: 860-652-3163

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Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Gateway Financial Partners are not registered broker/dealers and are not affiliated with LPL Financial. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor