Portfolio Solutions
GeoWealth’s TAMP allows for the seamless delivery of both advisor-managed and third-party model portfolios, or a combination of the two. Our investment technology provides firms with the tools they need to build compliant and scalable solutions while staying ahead of their clients’ unique needs. Plus, we offer OCIO solutions and Investment Consulting Services.
Advisor-Managed Model Capabilities
Third-Party Model Marketplace
Tax
Management
Proposal
Center
Outsourced Middle Office
Advisor-Managed Model Capabilities
Reduce your efforts on time-consuming rebalancing activities. Leverage GeoWealth’s trading team and expertise to manage your clients’ portfolios. Open-architecture platform supports the combination of multiple investment vehicles to create a custom model.
Tech-enabled Portfolios
Save time and effort for more important tasks. GeoWealth helps you reduce your efforts on time-consuming rebalancing activities via our modern Service Center.
Outsourced Trading
Leverage our experienced Trading Team and investment management expertise to manage your clients’ portfolios more effectively.
Sleeve / UMA Capability
Open-architecture platform supports the combination of multiple investment vehicles to create a custom model, which you can manage via our platform.
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.
Tax Management
GeoWealth Provides automated tax loss harvesting and tax transition services through our integration with 55ip. These services are available through a select group of models on our model marketplace.
Proposal Center
Client Profiling and Risk Scoring
Our risk-based questionnaire uses a proprietary algorithm to assess a client’s or prospect’s risk score. The questionnaire utilizes both demographic and behavioral science data points to arrive at an accurate risk profile, which corresponds to the most suitable asset allocation for any given investor.
Investment Proposals
Generate automated investment proposals comprised of multiple à la carte components, complete with summary stats calculated in real time. The risk questionnaire is included within the proposal and offers a repeatable and compliant method for documenting client risk and model selections.
Outsourced Middle Office
Turnkey Model Management
Our team of specialists rebalances allocations and strategies with efficient trade management and execution capabilities.
Composite Performance Maintenance and Reporting
We make the complex simple by offering composite portfolio reporting.