Digital Integration

Joel Almquist

" Having a fully integrated practice management platform for running all aspects of our business from back-office tasks to client engagement paired with Greater Pacific's in-house technology team has been critical for growing our business and provides our 7 person team, and our clients, with peace of mind. "

"How do I maximize digital technologies throughout my practice?"

Greater Pacific offers industry leading integrated digital technologies and support for all of your practice management needs, ranging from client servicing to ongoing engagement, marketing, paperwork and back-office processing.

Our core solutions include:

In-house technology team.
Digital outreach business unit.
Unified practice management platform.

In-House Technology Team

Greater Pacific's technology team partners with you to create a personalized experience with dependable and timely support for all your digital technology-based systems, including:

Evaluating digital technology options to find the best fit for your needs.
Install, set up, and troubleshoot hardware and network issues.
On-the-spot training and assistance on technical issues.
Regularly scheduled maintenance system updates.
Timely information-sharing on critical changes and updates to technology systems.

Digital Outreach Business Unit

Greater Pacific's digital outreach unit provides a turnkey system to help you attract new clients and build upon existing client relationships with standardized and consistent communications branded to your unique business offering.

Our strategic consultants will assist you in developing a strategy consistent with your brand.

Core turnkey digital outreach services include:

Social media outreach.
DirectConnect.
Third party acquisition systems.
AdvisorStream.

Unified Practice Management Platform

Our unified practice management platform integrates the digital systems you need to run your business and support clients into a single platform that provides a host of benefits, including:

Single point-of-entry login for advisors and their clients.
Fully customizable to the needs of your practice and for your clients.
Integrated workflows across all systems that significantly enhance efficiencies over multiple-system platforms.
Accessible on all devices, operating systems, and browsers.