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
& 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 & investment information
Regulatory Filings and Notices: ADV, Privacy Notice, etc.
Items are sharable to and from clients and organized in folders
CUSTOM BRANDED
White-labeled Platform & App
Our customizable platform is branded to include your logo and color palette throughout both the advisor and end-client interfaces. We offer a desktop experience, as well as a white-labeled mobile app availabile on iOS and Android.
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.
tech-enabled efficiency
Outsourced Back Office Solutions
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 efficiently reports on custodial accounts as well as assets held in outside accounts, such as 401(k) and 529 plans or private investments, so you can view your real-time 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 and individual client reporting are handled quickly and automatically through the GeoWealth platform, saving advisors time that can be better spent nurturing client relationships.