Santa Barbara, California-based RIA World Investment Advisors announced the addition of multiple solutions to its technology stack.
These include technology solutions from Holistiplan, which helps simplify and scale tax planning; Pontera, for management and trading of client accounts in retirement plans; Forms Logic, to support electronic document management and paperless account opening; and FMG, to help advisors efficiently and compliantly develop client communication and content.
These follow the firm’s launch of its World Managed Account Platform (WorldMAP), an open-architecture, multi-custodial investment and portfolio management platform for advisors.
“With the ongoing expansion of our wealth management business, we are committed to providing our new and existing financial advisors with the best tools, services and solutions in the industry,” said Troy Hammond, CEO of World.
“We are thrilled to follow up on the successful launch of WorldMAP by introducing additional state-of-the-art technology tools to allow our advisors to offer industry-leading solutions to their clients through efficiencies and centralization of key functions to our home office,” Hammond continued. “Our commitment is to continue to expand and innovate the tools and services available to support our advisors with some of the most cutting-edge and creative solutions in the marketplace.”
The firm also announced the appointment of Sarah McGilton as Director of Platform Technology and Strategy. In her new role, McGilton will lead the firm’s development and implementation of a unified tech and data management strategy for both advisors and clients. She previously served as Director, Implementation Project Management at Juniper Square.
James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.
