Join Gateway

Financial planning technology that helps you save time and serve more clients.

Leading Technology

THe Scale Your Practice


A full-service advisor technology and investment management solution powering independence, autonomy and choice.

Financial Planninng

Marketing TOOLS

Client Experience

Trading and Reporting

Female Client Signing Document In Meeting With Male Financial Advisor In Office

FInancial Planning

The Orion Planning Platform, seamlessly integrates advanced advisor planning tools and technologies, automating many of the underlying processes so you can focus on what matters most—your clients.  With a fully integrated experience, advisors have the ability to provide prospects and clients links to guided workflows, including them in the planning experience. 


At Gateway’s core is a team of in-house marketing experts: our Director of First Impressions, our Director of Opportunities, our Director of Digital Strategies, our Visual Communications and Marketing Specialist, as well as a crew of hardworking content-creators, marketers, and designers. Our job is to learn what makes your unique business “tick”: what matters to you and your practice? What do you seek to provide to your clients? What do potential clients seek from a financial advisor? And, most importantly, what makes you indispensable to the financial-services industry?

Every day, our marketing team converges to produce and distribute collateral for advisors across the country.  We learn each advisor’s unique story and partner with them to broadcast their message.  We identify opportunities to engage your individual audience. Through custom-planned inbound campaigns, we build community around your business.


Technological fluency is intrinsic to our mission of innovation
and growth. Through experienced IT and Operations
teams, we connect advisors to the latest developments in
finance management.

Gateway equips advisors to meet today’s unique
workplace challenges: we stand ready to promptly
transition advisors from traditional workspaces, to remote
setups. Our IT and Operations teams put a comprehensive
inventory of online tools at your fingertips, ensuring full
accessibility for our advisors through training and
dependable correspondence.

In an ever-changing marketplace, technological knowhow
can set you apart from the competition and
streamline your everyday practice. Our leadership
consistently monitors opportunities for procedural
improvements, positioning our advisors at the forefront of
the industry. Gateway takes pride in our engagement with
the world of modern business.

Our seasoned IT professionals offer exceptional, expedient
customer service to every advisor. Technical issues can
quickly send entrepreneurs spiraling, but with Gateway, our
team partners with you to keep day-to- day errands on
track. We connect our advisors with educational resources
that take the anxiety out of innovation, removing obstacles
on the path to your business goals.

Resource Manual?

In this free booklet, learn more about our unique technology services. See how our experienced and reliable team of IT professionals can bring your business practice into the 21st century fine-tune your client relationships.


Dedicated professionals delivering exceptional advisor and
client support are the centerpieces of our success, from
transition to day-to-day service. Our team utilizes resources
and relationships leveraged from our partnership with LPL to
deliver real time answers and service to our advisors across
the nation.

A remote operations team streamlines your day-to-day
business interactions: our advisors spend less time on the
phone on administrative duty and more time attending

ESP Elite Support Partnership

Our ESP program is a virtual solution to operational support that gives advisors the ability to forego the physical presence of an assistant and the attendant management issues of being an on-site employer – and opt for a management supervised, professionally trained and experienced virtual support team located at our headquarters in Glastonbury, Connecticut. With this program, you are appointed a dedicated team of assistants who can manage the administrative portion of your practice.

Nationwide support at your fingertips

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East Coast Headquarters

500 Winding Brook Drive, P.O. Box 1032, Glastonbury, Connecticut 06033

Midwest Headquarters

100 W. Lawrence Street, Suite 304, Appleton, WI 54911

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