Practice Management Hub
Your central hub for Gateway services, support, and advisor resources. Explore what’s available, see what may fit your practice, and activate support in one step.
Current Gateway Advisors
Access practice support, explore available programs, and find the right path to get started.
Not affiliated with Gateway?
If you’re exploring Gateway Financial Partners and want to learn more about how we support advisors, our Advisor Alignment Team can guide you.
Where do you need the most support right now?
Select a category below to explore available tools and services.
Practice Management
We help you run a more efficient, scalable, and valuable business. From client segmentation and service models to pricing, workflows, and capacity planning, we partner with you to build a practice that operates with intention.
Partner Peer to Peer
Connect with advisors to share ideas, structure, & best practices.
Magellan Coaching
Build structure and accountability around growth and execution.
Continuity & Succession Planning
Every advisor needs a plan—whether it’s for the unexpected or a well-planned transition. We help you put the right continuity and succession strategies in place to protect your clients, your family, and the value of your business.
Succession Planning
Build a clear plan for your practice that supports both the unexpected and what’s ahead.
Continuity Planning
Build a clear plan for your practice that supports both the unexpected and what’s ahead.
Hybrid Solutions
Tools that support portfolio implementation, reporting, and planning workflows.
Hybrid Conversions
A hybrid model provides flexibility, expanded program options, and improved economics needed to compete in an environment of continued margin compression—while maintaining client continuity and increasing enterprise value. Transitioning doesn’t have to be disruptive. We guide you through every step—from structure and registration to asset movement and client communication—so you can evolve your business without losing momentum.
Partner Wealth Strategies
Partner Wealth Strategies (PWS) delivers a streamlined advisory platform supported by institutional-grade tools like Orion Portfolio Accounting and Nitrogen. Combined with Gateway’s hands-on support, we help you implement proposals, manage portfolios, and deliver a consistent, high-quality client experience without building it all yourself.
Built around a model-driven investment approach with access to best-in-class managers, PWS offers compelling economics designed to compete in an increasingly price-conscious market—making it an ideal solution for advisors who have struggled to transition clients to advisory due to high platform costs.
KEEP by StoneCastle
StoneCastle’s Keep platform provides access to institutional cash management solutions designed to offer competitive yields with built-in liquidity.
It’s a simple, efficient way to help clients manage cash strategically while keeping assets aligned within your overall planning approach.
Absolute Capital
Absolute Capital provides a turnkey solution for managing held-away and workplace retirement assets—such as 401(k), 403(b), and IRA accounts—within a unified investment approach.
It enables advisors to deliver consistent, risk-aligned portfolio management across a client’s full balance sheet, helping improve client outcomes, deepen relationships, and capture assets that are often left unmanaged.
Best for advisors who: Want to incorporate held-away retirement assets into their investment process, deliver a more complete planning experience, and grow AUM without adding operational complexity.
Operations & Supported Technology
Most advisors are forced to build and manage their own operations and technology. We take a different approach.
Gateway provides a fully supported operational and technology infrastructure—so you don’t have to piece together systems, hire staff prematurely, or troubleshoot on your own. Everything is designed to work together, giving you scale, efficiency, and consistency from day one.
ESP (Virtual Admin Program)
Operational support designed to help reduce administrative load and improve your day-to-day.
Partner Connect IT
A flat rate computer support service available to support your IT needs.
Wealthbox
Manage client relationships, tasks, and follow-ups in one place.
Wealth.com
Streamline estate planning workflows and organize client planning details.
INNOVATION
Technology & Systems
We deliver a fully supported technology ecosystem designed to power a modern advisory practice. From CRM and portfolio management to planning and communication tools, we don’t just provide access—we ensure everything works together seamlessly so you can operate smarter, faster, and with greater confidence.
Marketing & Growth
Our in-house marketing team helps you attract and retain the right clients. Whether it’s digital campaigns, social media, events, or content development, we provide both strategy and implementation so you can grow intentionally without having to become a marketer yourself.
Marketing Strategy & Design
Access campaign, content, and event support aligned with Gateway standards.
Social Media Program
Maintain a consistent and professional presence across social platforms.
Gateway ProShop
Order personalized materials and resources for client and prospect engagement.
Seminar Marketing
Get qualified prospects to register, attend, and ultimately convert into new clients.