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GeoWealth Enhances State-of-the-Art Advisor Service Center

The modern, intuitive platform, which features Automated Account Opening and additional Model Management features, provides a seamless, efficient user experience for RIAs.

August 24, 2021 GeoWealth, a modern turnkey asset management program (TAMP) built by advisors for advisors, is pleased to introduce new features of its new Advisor Service Center, which first launched in early 2020. Additional improvements include updates to its Model Center and the roll out of automated account opening for RIAs who custody with Schwab Advisor Services. The enhancements to GeoWealth’s fully integrated, purpose-built platform are part of its commitment to providing independent, entrepreneurial advisors with a cost-efficient, customizable, and flexible solution to meet their individual needs.

The Advisor Service Center, which lives inside GeoWealth’s Advisor Portal, provides an intuitive solution for advisors to manage trading functions through a ticketing system with the support of GeoWealth’s Advisor Services and Trading Teams. Advisors can submit and view the real-time status of service requests directly in the platform interface for actions such as opening new accounts, new investments, raising cash, trade holds, liquidations, and more. The flexible service also provides advisors with the seamless ability to create Unified Managed Accounts (UMAs) consisting of multiple models within a singular account.

“The Advisor Service Center epitomizes GeoWealth’s ethos of consistently delivering a compelling enterprise solution for advisors, all due to our thoughtful approach when building the platform accounting for ease-of-use and modernization,” said Jack Hannah, Chief Operating Officer at GeoWealth. “We’ve eliminated many of the manual tasks that bog down advisors and their teams and now present a platform that eliminates complexities so that they’re free to invest more time serving the needs of clients.”

Since inception, advisors have submitted nearly 90,000 unique trade requests for model portfolios available on the GeoWealth platform. Reducing the friction within the trading function has transformed the way financial advisors engage with the platform.

GeoWealth has also upgraded its Model Center with more engaging tools for advisors to better research and conduct due diligence on model strategies. Additionally, in the upcoming months, GeoWealth will introduce a Manager Portal for third-party asset managers to seamlessly access, update, and manage their product suites offered on the GeoWealth platform.

“An exceptional advisor experience is our top priority as we intentionally build and enhance our digital offerings to deliver scale to our clients,” said Chris Daly, Chief Digital Officer at GeoWealth. “As a TAMP built for the specific, complex needs of independent, entrepreneurial advisors, we have developed an open-architecture platform with industry-leading technology and customized solutions that enable and empower them to serve their clients more efficiently.”

GeoWealth has always been focused on creating a best-in-class, user-focused digital wealth management experience. Its modern, intuitive platform complemented by high-touch customer support provides a holistic solution designed to meet advisors’ technology, investment management, and back-office needs. Specializing in guiding advisory teams through the process of breaking away from wirehouses or broker-dealers, GeoWealth provides an accommodating platform that empowers independent RIAs to run and scale their business.

Link to view press release on Business Wire.

“The Advisor Service Center epitomizes GeoWealth’s ethos of consistently delivering a compelling enterprise solution for advisors…”

– Jack Hannah, EVP, Chief Operating Officer, GeoWealth

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