REGISTERED INVESTMENT ADVISORS

Built With You In Mind.

We’ve worked extensively with RIAs – we’ve been in your shoes and we know the challenges faced trying to run your business. GeoWealth was built from the ground up with you in mind.  Our experience helps you deliver the best possible solutions to your clients while increasing scalability and allowing you to effectively manage your firm.

Features

1

Fully integrated CRM and state of the art proposal generation

allow efficient prospecting 
and client management

2

Next generation rebalancing engine

built to serve the unique needs of an RIA

3

Sophisticated and seamless open architecture portfolio construction

and model creation for advisors as portfolio managers

4

Customizable client performance and reporting

5

Back office support for increased scalability

6

Sophistication that an RIA requires

while remaining cost efficient