Your Training by GeoWealth

transition, train, and succeed


With You All the Way

We’re your partner, not just your platform. We support your firm and your advisors to and through onboarding, we custom tailor our platform training plan for your specific needs, and we stay by your side as your grow.

Dive into key details about how we approach your transition to GeoWealth, your training and adoption of the platform, and the ongoing support of your team.


We’re Your Partner for Growth

GeoWealth knows that mastering a new tech stack can feel daunting, but with the right resources and a dedicated team at your side, a new TAMP can be the best decision you’ve ever made.

Dedicated Relationship Manager

Your firm will get a dedicated Relationship Manager to help you get up and running, with ongoing advice on how your firm should leverage our capabilities to best serve your clients.

Customized Training Program

No matter the size or structure of your firm, we’ll design a training program that ensures all stakeholders get the information and training they need to make the most of the GeoWealth platform.

Ongoing Support

We stay engaged with your firm as you grow and your needs evolve. We’re only ever one click or phone call away.

setting you up for success

Overview of Engagement from Day One

Needs Assessment

We take a consultative approach to supporting your firm. Whether it’s TAMP-only, OCIO, or any mix in between, we’ll figure out how to get you in the best position for growth. 

Program Design

We spend time learning your firm’s challenges and pain points so we can ensure your private-labeled platform has all the features and functions you need to scale faster.

Transition & Onboarding

We will develop a strategic game plan for transitioning your book of business to GeoWealth. Then we will guide your team as you adjust to your new infrastructure by offering customized training plans and materials.

Dedicated Support

Our staff and resources are at your disposal as you work towards full adoption of GeoWealth’s offering. Just like the way your firm evolves as you onboard new advisors and clients, our relationship will evolve to meet your unique needs.

Hands-on Support & Training Materials

Our Advisor Services Team is your day-to-day contact point for any questions or requests you may have. Plus, we produce suites of training materials that you can private-label to your firm’s brand and edit for your advisors and their clients.

Advisor Services Team

Our team of highly trained support staff is ready to help you get the most out of the platform

Video Libraries

Guided walkthroughs of all platform functions and screens, including all Service Request types

Platform Guides

Documentation and written guides to support your home office and/or your advisors

Want to see sample materials?

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