Unified Managed Household (UMH) reporting allows firms and advisors to show clients performance in a new light: model portfolio performance spread across multiple accounts within a household and independent strategy performance spread across multiple accounts. With GeoWealth UMH reporting, advisors and clients are able to instantly see and analyze performance for multiple allocations spread across multiple accounts in a single household.
– we have the ability to be as light or thorough as your firm needs
that can be viewed daily on our web-based platform
as well as stand-alone, advisor-created investment products
via GeoWealth CRM
GeoWealth addresses real-life problems financial advisors face in their day-to-day operations.
Performance reporting is limited to one strategy per account.
GeoWealth’s UMH platform allows for performance metrics on multiple strategies and asset classes across a single account or spread across a household.
Reporting functionality cannot handle the complexities of your client’s investments.
GeoWealth’s reporting breaks down a client’s performance into an easy to understand format for allocations that span across an entire household.
Analysis of customized allocations are too difficult to calculate.
Summary statistics are available for both existing and customized allocations. Research on custom allocations has never been easier.
Difficult to calculate allocation performance on the fly.
GeoWealth’s cloud-based platform with included CRM overlay ensures you are always able to get up-to-date information about a client’s performance.