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.
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.
Fully integrated CRM allows advisors and firms to effectively manage prospects and existing clients throughout a wealth management lifecycle.
Proposals are comprised of multiple components that can be added or subtracted a la carte during the document generation.
Our open-architecture model seamlessly allows for combining multiple product types within a single asset class.
Monitoring and performance reporting across both households and individual strategies can be viewed daily on our web-based platform.
GeoWealth’s rebalance engine allows for seamless and streamlined rebalances of allocations and strategies across both households and accounts.