WEBINAR REPLAY

GeoWealth TAMP Tour: Get a Live Platform Demo

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ABOUT THIS EVENT:

Short on time, but curious how GeoWealth’s TAMP can help you improve efficiency and streamline operations? Join GeoWealth’s Scott Silverman and Josh Hagar for a live tour of our TAMP, plus a Q&A session.

We’ll walk you through a demonstration of our technology, investment solutions, and back office services. Learn how turnkey asset management can unlock scale for your firm, and how outsourcing key operational tasks will save you time and headaches.

Don’t miss your chance to get a closer look at our platform in action as we demonstrate our:

  • Advisor Technology: Completely integrated and intuitive technology within a sleek interface branded to your firm
  • Portfolio Solutions: Turnkey, flexible investment solutions: advisor as PM, third-party marketplace, OCIO, or a combination
  • Services & Support: High-touch back office support: trading, billing, reporting, reconciliation, and more

SAY HELLO TO YOUR HOSTS:

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Scott Silverman, CIMA
SVP, Head of Distribution
GeoWealth
Jen Wing GeoWealth

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Josh Hagar
VP, Co-Head of Operations
GeoWealth

YOUR TURNKEY ASSET MANAGEMENT PARTNER

NOT JUST YOUR PLATFORM

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. And, we’ll be available for ongoing service and training throughout your transition. We’re built with advisors like you in mind, with flexible and compliant solutions that will help you better serve your clients.

GeoWealth is at the Intersection of Technology and Investing

ADVISOR TECHNOLOGY

Our integrated, purpose-built technology platform provides a holistic solution available in one place.

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.

MODEL PARTNERS

Request Our Third-party Model Marketplace

Request our Model Marketplace to view the current list of third-party investment models from trusted asset managers, all vetted by GeoWealth’s Investment Team.
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