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VirtGate - Advisor Portal & Back-Office Platform

VirtGate is Global Pacific’s cloud-based advisor platform designed to simplify operations, strengthen compliance, and improve the advisor and client experience. The system brings key functions together in one place, reducing administrative burden and helping advisors stay organized and efficient.

 

What VirtGate Provides

 

  • Centralized DashboardAccess tasks, client files, messages, and updates from a single hub.
  • Client & Advisor PortalsSecure access to documents, statements, and communications.
  • Compliance & Workflow ToolsTrack submissions, reviews, and approvals with built-in audit trails.
  • Document Management & E-SignatureUpload, share, and sign forms securely and efficiently.
  • Commissions & ReportingView production, payouts, and customizable reports.

 

Why It Matters

VirtGate streamlines daily activities, reduces duplicate work, and supports regulatory requirements, all while creating a more modern, transparent experience for clients.

 

Getting Started

Contact Global Pacific’s support team to activate your account, receive onboarding instructions, and access training resources.