Eliminate friction, ease traditional pain points, and improve the client experience.
GPS automates and digitizes the process of onboarding a new account and submitting a service request for existing accounts.
Today, the paperwork process is often tedious, manual, and error-prone. Clients and advisers must obtain completed paperwork, sign the documents, and email the completed package back to TPFG. It can be disruptive to both advisors and clients. Our GPS solution will “TurboTax” that entire process, allowing advisers and clients to answer basic questions online and then all requisite paperwork will be automatically completed, digitally signed (where allowed), and automatically submitted to TPFG for processing upon completion.
Client Onboarding, Done Right.
Redefining the Client Experience.
Adaptive Digital Interview
Clients will only be asked questions relevant to their specific application.
Smart Form Fields
Field validations are in place throughout the digital application to ensure accuracy.
Application Dashboard
View your in-progress applications in a centralized dashboard.
Single Signing Package
All TPFG and Custodian forms contained in one package.
Digital Signature Option
Use eSignature or print, sign and upload documents
Highly Secure Platform
Information management security framework to safeguard your most valuable asset, your data.
What is Behind GPS Security?
Within GPS, we have built an Information Security Management Framework that helps ensure you are confident your data is safe and protected against malicious attack. We have built security to safeguard your most valuable asset, your data.
We continually assess risk and improve security by upholding the confidentiality, integrity, and availability triad of the service. We regularly review and update information security policies, carry out internal information security training, perform application and network security testing, monitor compliance with information security policies, and conduct internal and external risk assessment.
Security Features
Advisers and clients can access, complete, sign and submit completed new account and service request forms directly to TPFG via custom portal. GPS services confidently, 24 x 7, on an efficient and compliant digital platform:
Supported Multi-Factor Authentication (MFA) ID Verification Methods
MFA adds an additional layer of security against account-compromised attacks, making it significantly more difficult for data to be accessed by criminals:
- SMS (text)
- KBA (Knowledge Based Authentication
Data Encryption
Encryption serves as the last and strongest line of defense of our security strategy. We use encryption to safeguard your data and help you maintain control over it:
- TLS with up to AES-256 encryption in transit
- Data at rest is protected by using FIPS140-2 standards compliant encryption
Solution Platforms are:
- SOC1 and SOC2 Compliant
- ISO/IEC 27001 Certified
Advisory services provided by The Pacific Financial Group, Inc. (“TPFG”) a Registered Investment Adviser. The information is for informational purposes only and should not be relied on or deemed the provision of tax, legal, accounting or investment advice. Past performance is not a guarantee future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss. Investors should review all offering documents and disclosures and should consult their tax, legal or financial professional before investing. TPFG is no longer a strategist and has no affiliation with the strategists featured on this page.