Services & Support

In a world where the needs of clients seem to grow exponentially, GeoWealth’s holistic offering  provides you and your firm the scalability to grow by easing the burden on your in-house back office and allowing you to focus on attracting new clients and growing your business.

Leave these back office services to our team:

Reporting

Use our proprietary reporting engine to generate custom reports or re-run saved reports – all branded to your firm.

Reconciliation

Tap our experienced Operations Team to manage and monitor your clients’ daily account reconciliation.

Aggregation

Aggregate outside accounts on the GeoWealth platform to make reporting, billing, and management a breeze.

Billing

Our proprietary billing engine handle all permutations of an advisor’s billing: in advance, in arrears, debit, pro rated, etc.

Trading

Instead of hiring an in-house team, you can outsource your model trading to our experienced team of traders. 

Regain time, leverage our back office professionals

Reporting

Enterprise-level data for your organization is readily available to ensure that you have the crucial information needed for proper business intelligence. Individual client reporting is handled quickly and automatically through the GeoWealth platform, saving advisors time that can be better spent nurturing client relationships.

Reconciliation

Data files are processed daily from each custodian and aggregation service. We make sure your accounts are reconciled each morning to ensure administrative continuity and up-to-date performance.

Aggregation

Our aggregation system can efficiently report on custodial accounts as well as assets held in outside accounts, such as 401(k) and 529 plans. We make sure accounts are reconciled regularly so you can easily view your full financial picture.

Billing

Our billing engine is equipped to handle quarterly or monthly billing for your firm in arrears or in advance. Billing files are generated in a format compatible for upload with your major custodian(s).

Trading

Our trading team will handle all the trading implementation and monitoring while working closely with you to accommodate client needs. All trade requests can be entered through our state-of-the-art Service Center, which shows real-time status.

Get Powered by GeoWealth.

Schedule a Demo Today.