Watch Webinar Replay Video:

In this replay of our recent webinar co-hosted with Halo Investing, we’ll cover how to efficiently integrate structured notes into client portfolios and model programs. Our hosts will walkthrough the process for deploying and managing structured notes across the Halo and GeoWealth platforms. Click play below:

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What does GeoWealth do for RIAs?

GeoWealth is the TAMP for Modern RIAs

GeoWealth isn’t just a technology provider or a TAMP offering, we’ll be your partner and consultant as you launch a new business, or seek to upgrade the operations of your current practice. Our team is here to build customized solutions to suit your practice, regardless of size or structure. We’re built with advisors like you in mind, with flexible and compliant solutions that will help you better serve your clients.

Advisor Technology

Our integrated, purpose-built technology platform provides a holistic solution.

Portfolio Solutions

Leverage our trading team and expertise to manage your clients’ portfolios more effectively.

Services & Support

Eliminate time-consuming tasks and outsource to us for additional efficiencies as you scale.

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