GPA, Global Portfolio Advisors

A Comprehensive Array of
Global Brokerage Clearing Services

GPA’s comprehensive array of brokerage clearing services are supported by proprietary, cutting-edge technology and some of the most experienced experts in the industry. Our web-based platform enables our customers to clear and settle securities quickly and efficiently, across town or across continents.

Globally, our multi-lingual, multi-currency, multi-company system provides support for third-party mutual fund and unit-linked products. Customers have the ability to support virtually any type of security or transaction, anywhere in the world - ensuring that we remain the provider of choice for leading institutions around the globe.


Advisor benefits

  • Training for Advisors
  • Compliance / risk management
  • State-of-the-art wealth management products
  • Operational efficiencies
  • Speed to market
  • Proven technology

Institution benefits

  • Service most attractive customer base
  • Early to market with best platform
  • Retain customer relationships
  • Reduce administrative workload
  • Build comprehensive portfolios
  • Online client presentations and educational tools

Investor benefits

  • The ability to have one account hold and report on multiple positions
  • Access to rebalancing of a portfolio in one account
  • Online access to view account information
  • Reduced processing errors and simplified account management
  • Prompt execution of purchases and sale

GPA Whitepaper

To learn more about our technology and services, download our comprehensive overview in printable PDF format.


View PDF Archive  GPA Overview
[ PDF / 184 KB ]


Technology Overview