Gateway Financial Partners Launches GatewayGO Advisor Platform Powered by Milemarker
Gateway Financial Partners has announced the launch of GatewayGO, a new branded advisor experience platform designed to unify various business functions for its 200+ affiliated advisors. Developed in partnership with data infrastructure provider Milemarker, the platform integrates custodians, CRM, marketing, portfolio management, and compliance systems into a single dashboard. The platform aims to provide independent advisors within Gateway's LPL Financial OSJ and hybrid RIA structure with enterprise-level capabilities without sacrificing autonomy. By establishing a reconciled, firm-owned data foundation, GatewayGO enables automated workflows and prepares the firm for future AI integration. The rollout to affiliated advisors is scheduled to begin in November 2026.
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Topics: Advisor Platform Business Expansion Fintech Wealth Management