Client Portal and Mobile App
Outsourced Back Office
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.
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.
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.
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.
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
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.
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.
Your clients can handle all essential functions via a mobile app white-labeled to match your brand and color palette.
Outsourced Back Office
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.
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.
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).
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.