PROVIDING YOU WITH YOUR WANTS & CLIENT NEEDS
BRIDGE THE
BETWEEN YOU & YOUR CLIENT
BETWEEN YOUR TODAY AND YOUR TOMORROW
The Gallacher Advisor Platform (GAP) offers support on critical items to free advisors to focus on relationships with clients and exponential growth of their business.
We designed this platform with our own experience as advisors to solve the pain points we encountered over the years.
Build YOUR Business
YOUR Way - Doing What You Do Best
GROW Your Business FASTER
With More Dedicated Time To Do So
BUILT BY ADVISORS fOR ADVISORS
The Gallacher Platform ENABLES Advisors To:
- Be INDEPENDENT, Focus on GROWTH & CLIENT RELATIONSHIP SERVICES
- The Gallacher Advisor Platform (GAP) bridges this ever widening “gap” between the advisor and the client, through increasing advisor compensation, unburdening the advisor from non value-based-tasks, and removing the “big players” saving advisors on business expenses and clients on overpriced expense ratios. The innovative GAP platform empowers advisors.
- Offload BACK OFFICE TASKS & INVESTMENT MANAGEMENT
- As the direct investment manager of the assets, Gallacher can offer advisors up to 100% payouts on their advisory fees.
- Receive SUPPORT in All Day-to-Day SERVICES
- Additionally, advisors who participate in the platform will pass back-office responsibilities to Gallacher Capital Management (including trading, investment management, compliance, etc.) and be freed up to better serve their advisory clients and pursue asset gathering opportunities.
Operation & Administration Efficiencies
- Seamless Back Office Service
- (Onboarding, Billing, Performance Reports, Client Portal, Account Opening, Transfers, Money Movements, Out-of-Office Support, etc.)
- Integrated Compliance
- (Oversight, Support, Annual Filings, Compliance Meetings, Reviews, and E&O coverage, etc.)
Advisory Excellence (Tools, Training, & Development)
- Personalized Technology
- (Orion, Redtail, Nitrogen, eMoney, Client Portal etc.)
- Enhanced Prospecting
- (Digital Sales/Marketing Tools, White-Labeled Curated Content, etc.)
- Client Experience Team
- (Joint Calls, Focus on Your Clients, Client Support & Management)
- Training & Development
- (Demos, One-on-One Training, Dedicated Relationship Manager, Frequent Workshops/Webinars, Ongoing Collaboration with Your TEAM, etc.)
Investment Management
Innovation
OCIO and Portfolio Managment Services
- TIER I
- Trade Execution
- TIER II
- Portfolio Audits and Analysis
- Portfolio Construction
- TIER III
- Direct Indexing
- Custom Indexing
- Enhanced Indexing
- Factor-based Strategies
Our Team At Your Fingertips
Q4 OUTLOOK 2025
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MID-YEAR OUTLOOK 2025
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Q2 OUTLOOK 2025
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2025 OUTLOOK 2025
Looking back at 2024, the year exceeded expectations despite early concerns about a potential recession. U.S. equities delivered impressive...
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MARKET OUTLOOKS
Market commentary for a financially savvier you.