World Investment Advisors: Platform Update
- World Investment Advisors, a division of World Insurance Associates LLC, is expanding its wealth management division by providing financial advisors with enhanced tools designed to improve efficiency and...
- The new capabilities include access to software programs such as Holistiplan, Pontera, Forms Logic, and an expanded FMG Suite.
- To support these technological advancements, sarah McGilton has been appointed as director of Platform Technology and Strategy.McGilton will be instrumental in developing and implementing technology management strategies for...
World Investment Advisors is revolutionizing its platform, equipping financial advisors with cutting-edge tools to boost efficiency and drive growth. This update, designed to provide industry-leading solutions to advisors, includes access to innovative software for tax planning, retirement strategies, and comprehensive portfolio management. Sarah McGilton has joined as the director of Platform Technology and Strategy to strengthen the company’s commitment. The firm, overseeing $55 billion in assets, is deepening its presence in the financial services landscape. With enhancements to open-architecture investment and portfolio management offerings, World Investment Advisors underscores its dedication to providing robust financial solutions. Read more in News Directory 3. Discover what’s next for World Investment Advisors as they continue to evolve their platform.
world Investment Advisors Enhances Platform with New Tools
Updated June 25, 2025
World Investment Advisors, a division of World Insurance Associates LLC, is expanding its wealth management division by providing financial advisors with enhanced tools designed to improve efficiency and drive growth. The move underscores the company’s commitment to providing industry-leading solutions.
The new capabilities include access to software programs such as Holistiplan, Pontera, Forms Logic, and an expanded FMG Suite. These platforms offer tax planning, retirement planning, and portfolio management tools.
To support these technological advancements, sarah McGilton has been appointed as director of Platform Technology and Strategy.McGilton will be instrumental in developing and implementing technology management strategies for the firm’s advisor network.
“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,” said Troy Hammond, CEO of World Investment Advisors.
In April, World Investment Advisors launched its open-architecture, multi-custodial investment and portfolio management platform, aimed at empowering financial advisors. The firm,formerly Pensionmark Financial Group,currently oversees $55 billion in assets for individuals and employer-sponsored retirement plans. this strategic investment in technology and personnel highlights the company’s focus on providing thorough financial solutions and solidifying its role in the financial advisory landscape.
What’s next
World investment Advisors plans to continue expanding its technology offerings and refining its platform to meet the evolving needs of financial advisors and their clients.