Model Provider Due Diligence

STEP 1: Download Supplemental Data Template

Click the button below to download a blank Excel template for the supplemental data spreadsheet, then upload a completed questionnaire at the end of the form below. This is required for each model on the GeoWealth platform.

If you have any questions or issues, please contact Lindsey Ruderman ( or Jen Wing (

STEP 2: Complete Annual Update Questionnaire
Model Provider Comprehensive Due Diligence Form:

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