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GeoWealth TAMP Tour: Get a Live Platform Demo

THURSDAY JUNE 6, 2024 @ 1:30 PM CT

JOIN US ON JUNE 6 AT 1:30 CT:

ABOUT THIS EVENT:

Short on time, but curious how GeoWealth’s TAMP can help you improve efficiency and streamline operations? Join GeoWealth’s Brendan Falls 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

⭐ All registrants will get the replay sent to their inbox for on-demand viewing, so feel free to sign up even if you can’t join us live!

SAY HELLO TO YOUR HOSTS:

Brendan Falls EVP, Chief Growth Officer

See Bio

Brendan Falls

EVP, Chief Growth Officer
GeoWealth

Katie Bomher GeoWealth

See Bio

Josh Hagar

SVP, Strategic 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.

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.
What GeoWealth Offers RIAs:
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