Advisor Technology

Our integrated, purpose-built technology platform provides a holistic solution that will assist you throughout every stage of the wealth management life cycle, available 24/7 through cloud access.

Advisor Portal

Service Center

Resource Center

Client Portal and Mobile App

Outsourced Back Office

Advisor Portal

Advisor Dashboard

The advisor dashboard acts as your landing page on the GeoWealth platform. Customize the layout to quickly display the details you need as soon as you log in.

Contact Management

Our proprietary cloud-based CRM acts as a central integration point to address client prospecting, ongoing client servicing, and holistic enterprise management. The system can also integrate with Microsoft Outlook and Redtail for additional efficiency.

Household View

Take a deep dive into any client’s household or accounts. No two investors have the same situation, so Household View allows you to better serve specific needs.

Service Center

Our self-serve Service Center allows advisors to submit one-off or recurring requests to raise cash, invest cash, liquidate a portfolio, and more. Our Advisor Services and Trading Teams are standing by to support these requests in real time.

Reporting Center

Use our robust reporting suite to generate intra-quarter performance statements, portfolio analyses, transaction summaries, and more. Reports can be pulled ‘on-the-fly’ to share with clients in a comprehensive and clear format.

Resource Center

This integrated content management center will serve as the central point for firm documentation, training videos, and more:

How-to videos and training documents on navigating the platform

Firm-level marketing collateral pieces

Filings and Notices: ADV, Privacy Notice, etc.

Items are sharable and organized in folders

Client Portal

Client Dashboard

Clients can view their accounts, holdings, and performance on an easy-to-use interface that is accessed via a firm-branded website and mobile application.

Balance Sheet

Our balance sheet function allows clients to see any asset and liabilities held on the platform or in outside accounts, including real assets or commodities.

Mobile App

Your clients can handle all essential functions via a mobile app white-labeled to match your brand and color palette.

Outsourced Back Office

Reconciliation

Data files are processed daily from each custodian and aggregation service. We make sure your accounts are reconciled each morning to ensure administrative continuity and up-to-date performance.

Aggregation

Our aggregation system can efficiently report on custodial accounts as well as assets held in outside accounts, such as 401(k) and 529 plans. We make sure accounts are reconciled regularly so you can easily view your full financial picture.

Billing

Our billing engine is equipped to handle quarterly or monthly billing for your firm in arrears or in advance. Billing files are generated in a format compatible for upload with your major custodian(s).

Reporting

Enterprise-level data for your organization is readily available to ensure that you have the crucial information needed for proper business intelligence. Individual client reporting has handled quickly and automatically through the GeoWealth platform, saving advisors time that can be better spent nurturing client relationships.

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