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The Pacific Financial Group Honored with 2025 Celent Model Wealth Manager Award for Streamlining Advisor Workflows

Published Date
Author Dani Sheller Duffy

We're excited to celebrate The Pacific Financial Group (TPFG) for earning the 2025 Celent Model Wealth Manager Award in the Streamlining Advisor Workflows category. Powered by SmartIQ™, TPFG’s Guided Paperwork Solution (GPS) integrates SmartIQ with Salesforce, DocuSign, and Orion—transforming advisor workflows and client onboarding.

With GPS, TPFG reduced processing times to under 2 minutes, cut errors by 65%, and drove over $330M in new assets under management. A powerful example of how digital transformation delivers measurable results. Watch the video below for more.