The construction of a client’s portfolio is an integral part of the wealth management life cycle. GeoWealth’s intuitive portfolio construction tools give advisors and firms the functionality they need to construct sophisticated portfolios for their clients. GeoWealth’s Unified Managed Household (UMH) technology allows for an advisor to build and invest an allocation across an entire household.
Supported asset classes include individual securities, ETFs, mutual funds, model portfolios, independent money managers and alternative investments
Provides the ability to implement core satellite model portfolios
Allows multiple investment goals, third party money managers, and investment strategies within a single account or across a household
Portfolio construction process allows for tax-efficient allocation of client assets across multiple accounts within a household
available directly through GeoWealth CRM interface
GeoWealth addresses real-life problems financial advisors face in their day-to-day operations.
Advisors struggle to efficiently build a client portfolio.
GeoWealth’s open-architecture platform gives advisors the tools they need to craft a sophisticated portfolio for their client base.
Advisors cannot effectively analyze a custom-designed portfolio.
GeoWealth provides on-the-fly summary statistics on custom portfolios for instant analysis.
Advisors can’t fit/build portfolios with multiple asset classes and security types.
GeoWealth’s open-architecture portfolio construction tools allow advisors to build portfolios with different asset classes as well as different security types (individual equities, ETFs, etc.) – all within a single household.