The Pacific Financial Group won the 2025 Model Wealth Manager Award for Streamlining Advisor Workflows, recognizing its successful digital transformation aimed at improving efficiency for advisors. TPFG launched the Guided Paperwork Solution (GPS) in October 2022. Powered by SmartIQ from Smart Communications, and integrated with Salesforce, DocuSign, and Orion, GPS streamlines account setup through an interactive online experience that generates and submits digital forms.

Since implementation, GPS has supported over 4,000 transactions and added $332 million in assets. This initiative demonstrates TPFG’s commitment to innovation and its focus on delivering a faster, more efficient experience for advisors and clients alike.

Anyone can access a one page summary and a highlight reel diving into this award-winning initiative. Celent subscribers can access a full-length case study report by logging in.