GeoWealth Mobile App
With You & Your Clients On The Go
iOS & ANDROID
Download the new GeoWealth app!
We are proud to announce that a fully refreshed GeoWealth app is now available for financial advisors and their clients!
The new app delivers:
- Modern interface and improved user experience
- Improved navigation and easy-to-digest data displays
- White-labeling to your firm's logo and color palette
MODERN ACCESS POINT
Reimagined, Redesigned, and More Powerful
Access your investment information anywhere, anytime, via our intuitive mobile app.
As a Financial Advisor:
- View your Assets Under Management, Asset Flows, and Trading Service Requests across your book of business
- Access your Households, Clients, Prospects and Groups and all related Account details, including asset allocation, performance, Portfolios, Holdings and Transactions
- Search across Households, Clients, Prospects and Groups to view contact information and access each contact’s documents
As a Client of a Financial Advisor:
- View your Account details, related investment activity, and performance information
- See your Asset Allocation at the Household, Client, Account, and Portfolio levels, depending on your data permissions within the app
- Access documents shared to you by your Financial Advisor
- Please note that GeoWealth’s app is only available by invite from your Financial Advisor
Graphing & Charting
Visually identify trends in your data for better decision making.
Simplified Navigation
Move between Households, Clients, and Accounts with less clicks.
Showcase Your Brand
After logging in, you will be immersed in a white-labeled app experience.
ACTIONABLE INFO AT YOUR FINGERTIPS
Detailed Analysis for Households & Clients
Unified Managed Account Viewing
Drill down from Household, to Client, to Account, to Portfolio, to Holdings
Overview
The snapshot of Household performance, balances, and key insights in one place.
Accounts
View all your Accounts in a consolidated list with quick access to details and totals.
Portfolios
Explore Portfolios within an Account to track performance and progress by goal or strategy.
Holdings
See your investments and positions with current values, weights, and security-level detail.
Transactions
Review activity across Accounts, like contributions, withdrawals, trades, and transfers.
Other Available Information
For each Household and Account, you can also access:
Asset Allocation
Asset Class and Sub-asset Class
Asset Flows
Contributions, Withdrawals, Trades, Transfers
Service Requests
Trading Instructions Submitted to GeoWealth
Documents
Read and Share PDF Files
WHITE-LABELING
Display Your Company Logo & Colors Throughout the App
While the app is titled "GeoWealth" in the Apple and Google Play Stores, your organization's logo and primary brand color will be featured throughout the app once logged in.
DOWNLOAD NOW
Get the App on Your Preferred App Store
Or search for "GeoWealth"
DISCLOSURES: Screens reflect fictitious sample data for illustrative purposes only. Performance shown is hypothetical, does not represent actual client results, and is not indicative of future results. Investing involves risk, including possible loss of principal. The information contained herein does not constitute investment advice or a solicitation. This article is for dissemination of general information only. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Investments are not guaranteed and are subject to investment risk, including possible loss of the principal amount invested. Past performance is no guarantee of future results. Certain functionality may not be available to all users.