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Financial services

World Investment Advisors Expands Technology Stack to Enhance Financial Advisory Services

Strategic Insights

— 2 min read

World Investment Advisors, a leading financial advisory firm, has announced the expansion of its technology stack to offer financial advisors additional tools that improve efficiency and enable growth. The enhancements provide advisors with choice, flexibility, and time savings, aligning with the firm's mission to provide the best tools, services, and solutions in the industry. The announcement follows the recent launch of its World Managed Account Platform (WorldMAP), a state-of-the-art technology tool that provides advisors with a comprehensive view of their client data.

Key Takeaways:

  • World Investment Advisors has added four new technologies to its tech stack, including Holistiplan, Pontera, Forms Logic, and an expanded relationship with FMG Suite.
  • Holistiplan simplifies and scales tax planning, while Pontera enables advisors to manage and trade clients' accounts within retirement plans.
  • Forms Logic provides a fully electronic document management system, allowing advisors to open accounts digitally and reduce administrative tasks.
  • FMG Suite's MyRepChat enables advisors to communicate efficiently and compliantly with clients and prospects using texting.
  • World Investment Advisors has also appointed Sarah McGilton as Director of Platform Technology and Strategy to lead the development and implementation of a unified technology and data management strategy for the firm's advisor network.
  • The firm's enhanced tech stack is designed to help advisors scale their practices, increase revenue, and deliver exceptional service to their clients.
  • WorldMAP, launched in January, is an open-architecture, multi-custodial investment and portfolio management platform that leverages Vestmark's institutional-caliber technology.
  • WorldMAP offers a model program, including strategies created and managed by World's in-house investment team, advisors, and a curated set of third-party managers.
  • The firm's commitment to innovation and client satisfaction is reflected in its strategic investments in technology and personnel.

Statistics:

  • World Investment Advisors has an advisor network of over 630 advisors and staff across more than 100 U.S. locations.
  • The firm serves thousands of retirement plan and wealth management clients.
  • WorldMAP, launched in January, is a state-of-the-art technology tool designed to help advisors save time, grow revenues, optimize outcomes for clients, and provide added flexibility in managing their businesses.

Sources:

  • World Investment Advisors, LLC. (2025, June 24). World Investment Advisors Expands Technology Stack to Enhance Financial Advisory Services. PR Newswire.
  • About World Investment Advisors LLC. World Investment Advisors.
  • World Investment Advisors, LLC is affiliated through common ownership with Pensionmark Securities, LLC.
  • Advisory services offered by World Investment Advisors, LLC.
  • Securities offered by Pensionmark Securities, LLC, member FINRA/SIPC.

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