Digital Digest: The Latest Tech News – Private Advisor Group, Greenhouse

Editorial Staff

29 October 2024

Private Advisor Group
Private Advisor Group, a US wealth manager, has developed a tech platform called Greenhouse that is only available to private advisors and teams that are affiliated with PAG.

The offering is designed to save advisors time from single-sign on to key applications and custodian partners; it provides streamlined record reporting, an online community for sharing real-time ideas, and crowd-sourcing answers to questions.

“We’ve transformed the day-to-day experience for advisors by giving them one central home to access everything they need to succeed. From the latest news to delegating critical operating tasks, Greenhouse holds the power of every Private Advisor Group team, tool and resource, under one roof,” Frank Smith, CEO of the firm, said.

Greenhouse has an exclusive online community forum where advisors, their staff and the Private Advisor Group team can correspond in real time.

“We've minimized password fatigue with single sign-on, making it easier than ever to efficiently access the tools crucial to practice management,” Patrick Sullivan, chief of staff and head of technology at Private Advisor Group, said.

Founded in 1997 in Morristown, New Jersey, Private Advisor Group has more than $35.2 billion in assets under management as of June 30, 2024.