One platform powered by two products.

GBI - Advisor Plans

Investor App

A phone-based experience for investors to build financial plans and find experts to help them reach their goals.

LEARN MORE

Advisor App

A tablet-based experience for advisors to apply their expertise to investor plans using sophisticated investment tech.

SPECIAL OFFER

It's time to revolutionize financial planning. Sign up today.

Get on the list for early access to the GBI platform. It may be exactly what you need to take control of your financial life.

SIGN UP FOR EARLY ACCESS