WEBINAR REPLAY

Integrating Structured Notes into Model Portfolios with GeoWealth & Halo

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ABOUT THIS WEBINAR:

GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), recently announced a new partnership with Halo Investing, an award-winning platform for protective investments. As a result of this partnership, GeoWealth delivers a new-to-market capability, offering customizable structured note portfolios as a component of a Unified Managed Account (UMA).

With access to Halo’s easy-to-use structured notes tool, Registered Investment Advisors (RIAs) can more efficiently deploy and manage structured note exposure to client portfolios and model programs.

RIAs that take advantage of this partnership and incorporate structured notes into UMAs will be able to view, report and bill at the individual sleeve level, made possible by GeoWealth’s proprietary sub-accounting software.

Join this informative demo webinar to learn how you can leverage GeoWealth and Halo to effectively implement structured notes at scale. We’ll cover:

How advisors can use GeoWealth’s UMA capabilities to manage and report on structured note usage more easily

Get a live look at Halo’s easy-to-use structured notes tool, which allows RIAs to more efficiently deploy and manage structured note exposure to client portfolios and model programs

A demo of how your RIA can handle reporting and billing at the individual sleeve level within the GeoWealth platform

SAY HELLO TO YOUR HOSTS:

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GeoWealth

Brendan Falls, CFP

SVP, Strategic Growth
GeoWealth

Halo Investing

David Townsend, DBA, CFA

Head of Thought Leadership
Halo Investing

IN CASE YOU MISSED IT

READ THE PRESS RELEASE

GeoWealth has partnered with Halo, enabling RIAs to better integrate structured notes into model portfolios. As a result, GeoWealth delivers a new-to-market capability, offering customizable structured note portfolios as a component of a Unified Managed Account (UMA). With access to Halo’s easy-to-use structured notes tool, RIAs can more effectively deploy and manage structured note exposure to client portfolios and model programs.

PRESS RELEASE

DIVE IN BEFORE THE WEBINAR:

What is a Unified Managed Account (UMA)?

A UMA is a Unified Managed Account. This type of account allows an investor to aggregate assets but separately manage different “sleeves,” or asset groupings. Sleeving, or housing multiple models in one account, enables advisors to consolidate a client’s investments, reducing their operational challenges and making it far easier for clients to get a comprehensive view of their accounts.

Sleeving allows all these different pieces to interact inside a single registration. Using the GeoWealth platform, you can easily see these accounts broken out as though they’re separate. No opening multiple accounts, no switching between views, no separate reporting, no moving funds back and forth.

Each line item has its own performance data, holdings data, and transaction data broken out inside the sleeve, so it’s easy to understand exactly how each piece is performing without individually analyzing every line item on its own, creating monumental efficiency for advisors and transparency for clients.

What are Structured Notes?

Structured Notes are an investment product, typically issued by a bank, designed to offer an investor market linked growth potential and safety features similar to bonds.

Notes provide investors with the potential to achieve growth and/or income with different levels of principal protection to match their tolerance for risk. The performance of a Note can be linked to markets such as equities, commodities, and interest rates.

You can learn more in Halo’s education hub: https://haloinvesting.com/resources/structured-notes-101/

Who is GeoWealth?

GeoWealth is a turnkey asset management platform (TAMP) and financial technology solution built specifically for the needs of modern RIAs. GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and fully offload mid-and back-office responsibilities, including performance reporting, billing, portfolio accounting and more. Via its customizable open-architecture platform, GeoWealth enables advisors and firms to grow faster and serve clients more efficiently. Founded in 2010, GeoWealth is headquartered in Chicago, IL. For more information, please visit: https://geowealth.com/

Who is Halo Investing?

Founded in 2015, Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with offices in Abu Dhabi and Zurich, Halo is democratizing access to investment solutions that were previously unavailable to most investors, including structured notes, buffered ETFs, and annuities. Halo has received a growing number of honors and was recently named one of Fast Company’s Ten Most Innovative Companies. For more information, please visit: https://haloinvesting.com/.