In what is typically one of the first steps for many in the wealth management life cycle, GeoWealth’s Advisor Platform gives individuals and firms alike the ability to manage a book of prospects and effectively communicate a proposed course of action with an investment proposal tailored exclusively with a unique client in mind. Building off of the foundation GeoWealth’s CRM provides, client prospecting and proposal generation becomes second nature to you and your firm.
with built-in investor policy statement
GeoWealth addresses real-life problems financial advisors face in their day-to-day operations.
Cannot effectively manage your prospects.
GeoWealth CRM allows a firm or advisor to build a searchable, customizable database where your prospects’ wallet-share opportunities are always a click away.
Clients don’t get value from generic proposals.
GeoWealth proposals are uniquely designed for an individual client experience. Sections can be added or subtracted based upon a client’s needs. The entire proposal is driven from the questionnaire that a client has taken – and will show the difference between a current and proposed allocation.
Clients cannot understand the risks in their proposed allocation.
GeoWealth’s proposal clearly outlines the risk level in a client’s proposed allocation by including the questionnaire the client took so an advisor can review and explain a proposed allocation. It’s an ideal opportunity to educate clients and address portfolio expectations.