World Investment Advisors Adds Capabilities to Existing Portfolio Management Platform 

World Investment Advisors, a division of World Insurance Associates LLC, has released more tools to assist financial advisors in improving their efficiency and enabling growth for their firms and clients. 

The capabilities will provide advisors access to software programs, including Holistiplan, Pontera, Forms Logic, and an expansion of tools under the FMG Suite. These platforms provide tax planning, retirement planning, management, and trading tools for advisors, in an effort to expand its wealth management division.

In addition to the tools, World Investment Advisors has added Sarah McGilton as the firm’s director of Platform Technology and Strategy. At the firm, McGilton will play an instrumental role in developing and implementing technological management strategies for the firm’s advisor network and users. 

“We are thrilled to follow up on the successful launch of WorldMAP by introducing additional state-of-the-art technology tools to allow our advisors to offer industry-leading solutions to their clients through efficiencies and centralization of key functions to our home office,” Troy Hammond, CEO of World Investment Advisors, said. 

In April, World Investment Advisors unveiled its open-architecture, multi-custodial investment and portfolio management platform, which is aimed at empowering financial advisors through various capabilities. 

World Investment Advisors, formerly Pensionmark Financial Group, oversees $55 billion in assets for individuals and employer-sponsored retirement plans.