WEBINAR REGISTRATION
GeoWealth TAMP Tour: Get a Live Platform Demo
THURSDAY, NOVEBMER 9, 2023
REGISTER TO JOIN US:
Thursday, November 9, 2023
1 PM CT / 2 PM ET
Replay will be made available
ABOUT THIS EVENT:
Short on time, but curious how GeoWealth can help you improve efficiency, streamline operations, and deliver better client outcomes? Register to join GeoWealth’s Scott Silverman and Josh Hagar for a live tour of our TAMP, plus a Q&A session.
We’ll walk you through a demonstration of our technology, investment solutions, and back office services. Learn how turnkey asset management can unlock scale for your firm, and how outsourcing key operational tasks will save you time and headaches.
Don’t miss your chance to get a closer look at our platform in action as we demonstrate our:
- Advisor Technology: Completely integrated and intuitive technology within a sleek interface branded to your firm
- Portfolio Solutions: Turnkey, flexible investment solutions: advisor as PM, third-party marketplace, OCIO, or a combination
- Services & Support: High-touch back office support: trading, billing, reporting, reconciliation, and more
P.S. No worries if you can’t make the live session; register anyway and we’ll send you an on-demand recording after the webinar.
SAY HELLO TO YOUR HOSTS:
See Bio
Scott Silverman, CIMA
SVP, Head of Distribution
GeoWealth
Josh Hagar
VP, Co-Head of Operations
GeoWealth
YOUR TURNKEY ASSET MANAGEMENT PARTNER
NOT JUST YOUR PLATFORM
GeoWealth isn’t just a technology provider or a TAMP offering, we’ll be your partner and consultant as you launch a new business, or seek to upgrade the operations of your current practice. Our team is here to build customized solutions to suit your practice, regardless of size or structure. And, we’ll be available for ongoing service and training throughout your transition. We’re built with advisors like you in mind, with flexible and compliant solutions that will help you better serve your clients.
GeoWealth is at the Intersection of Technology and Investing
ADVISOR TECHNOLOGY
Our integrated, purpose-built technology platform provides a holistic solution available in one place.
PORTFOLIO SOLUTIONS
Leverage our trading team and expertise to manage your clients’ portfolios more effectively.
SERVICES & SUPPORT
Eliminate time-consuming tasks and outsource to us for additional efficiencies as you scale.
MODEL PARTNERS
Request Our Third-party Model Marketplace
Request our Model Marketplace to view the current list of third-party investment models from trusted asset managers, all vetted by GeoWealth’s Investment Team.
Reserve Your Spot for this Webinar:
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