Services and 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.
Reporting
Reconciliation
Aggregation
Billing
Trading
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 has 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.
Recent Integrations & Partnerships
Halo Investing
Structured note sleeves
This partnership 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 efficiently deploy and manage structured note exposure to client portfolios and model programs
55ip
PERSONALIZED TAX MANAGEMENT
55ip is the premier technology platform designed to deliver personalized tax management for independent advisors (RIAs). To learn more about our tax strategy and tax-loss harvesting capabilities through our integration with 55ip, as well as information about 55ip’s set of tax-smart models, read the press release here:
Pontera
MANAGING HELD AWAY ACCOUNTS
This integration enables RIAs to compliantly and securely trade and manage clients’ held away accounts, including 401(k)s, 403(b)s, HSAs, variable annuities, and more. Pontera’s proprietary technology allows advisors to trade these accounts in a similar manner to custodied accounts, all inside of the GeoWealth interface.