Advisor Technology

Next Generation Wealth Management Has Arrived.

Our cloud-based Unified Managed Household (UMH) platform empowers financial institutions and advisors to seamlessly manage all phases of the wealth management lifecycle in a fully integrated and scalable fashion. GeoWealth’s open-architecture platform supports all types of investment programs and vehicles along with a state-of-the-art automated back office module enabling RIAs, individual advisors, and institutions to run a cost-efficient business and concentrate on asset gathering while bringing unique value to their clients.

Work Smarter.

With multiple facets to our cloud-based platform, we offer advisors and firms the integrated tools they need to grow and scale their businesses.  Offered collectively under the “Advisor Platform,” our suite of solutions was designed to simplify the wealth management life cycle.

CRM

CRM

Fully integrated CRM allows advisors and firms to effectively manage prospects and existing clients throughout a wealth management lifecycle.

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Client Prospecting / Proposal Generation

Client Prospecting / Proposal Generation

Proposals are comprised of multiple components that can be added or subtracted a la carte during the document generation.

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Portfolio Construction

Portfolio Construction

Our open-architecture model seamlessly allows for combining multiple product types within a single asset class.

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Portfolio Monitoring Reporting

Portfolio Monitoring / Reporting

Monitoring and performance reporting across both households and individual strategies can be viewed daily on our web-based platform.

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Rebalancing

Rebalancing

GeoWealth’s rebalance engine allows for seamless and streamlined rebalances of allocations and strategies across both households and accounts.

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Back Office

Back Office

Custodian (and broker/dealer) agnostic – able to integrate with your current back office ensuring firm continuity.

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