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Do more of what matters with high-impact technology

Innovation that powers advisor growth

We’ve invested over $1 billion in a technology ecosystem that’s advisor-informed, client-focused, and designed to support how you work best. From portfolio management to planning, our tools are designed to help you spend more time with clients—and less time navigating systems.

Adding industry-leading tools to our advisor experience

eMoney

eMoney is an industry leading planning software that allows advisors to analyze client situations, create personalized plans, and track client progress toward their goals.

FactSet

FactSet delivers intuitive research tools, real-time news, and customizable portfolio views—helping advisors streamline workflows, stay informed, and manage client relationships with greater efficiency.

Salesforce

Salesforce is our Client Relationship Management (CRM) tool that centralizes client data, streamlines communication, and automates key tasks, to help advisors deliver more personalized service at scale.

iCapital

iCapital streamlines access to alternative investments with a single platform, offering curated opportunities and powerful tools to help advisors build personalized portfolios and better manage risk.

Black Diamond

Black Diamond is an enhanced performance reporting tool intended for use with high-net worth clients. The intuitive report builder enables advisors to create adhoc reports on the fly using pre-approved report pages.

Everything you need, all in one place

At the heart of our platform is Advisor Gateway: a modern, intuitive hub shaped by continuous advisor feedback.

One-click access to over 200 tools and applications

Plus, seamless integration with proprietary systems like Account 360, Client Review Center (CRC), and Money Movement along with industry-leading third-party tools including eMoney, Factset, iCapital and Salesforce.
FactSet

Streamlined workflows to help save valuable time

Advisor Gateway’s interface is organized by client, so you can see a holistic and comprehensive view of their finances at once.
Streamlined Workflow

“The power of Advisor Gateway is its ability to bring together individual tools that allows advisors to be self-sufficient and have a platform where they create their own end-to-end experience. That gives them more time with customers and less time trying to figure out how to do something.”

— Anthony Montufar, Executive Director, Client Relationship Group

Grow with us

Learn more about our technology systems and other strategies Wells Fargo Advisors offers to support advisors and clients.

Contact Us

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