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.
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.
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.
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.
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).
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.
Our partnership with Pontera allows you to include management of your clients’ held away accounts, including 401(k)s and 403(b)s. You can learn more here:
Interested in learning about our tax strategy and tax-loss harvesting capabilities through our integration with 55ip? Read the press release here: