Next Generation Wealth Management
A comprehensive technology platform and proven investment strategies.
GeoWealth is a leading provider of wealth management technology; combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently.
In a world that changes constantly, it makes sense that your clients' needs will, too. That is why we have designed our process to adapt quickly to those changes.
Client Portal and Document Vault
CRM (Prospecting/Client Service)
Client Profiling
Proposal Generation
Portfolio Construction
Portfolio Accounting
Portfolio Rebalancer
Portfolio Implementation (Trading)
Fee Billing
Performance Reporting
Account Aggregation