GeoWealth
HQ Address
444 N. Michigan, Suite 3150, Chicago, IL 60611, United States
Website Address
Business introduction
Advisor Driven, Tech Enabled TAMP
GeoWealth is a modern financial technology and Turnkey Asset Management Platform (TAMP) built specifically for RIAs
GeoWealth is the advisor’s TAMP
GeoWealth is an award-winning financial technology and turnkey asset management platform (TAMP); combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently.
GeoWealth Solutions
Advisor Technology
Advisor dashboard - your gateway to our platform The advisor dashboard acts as your landing page on the geowealth platform. Customize the layout to quickly display the details you need as soon as you log in. Contact management - client info at your fingertips Our proprietary cloud-based crm acts as a central integration......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
GeoWealth TAMP
Flexible support for your models-based practice: Unified Managed Accounts UMA platform allows you to sleeve portfolios with public and private investments in one account. Advisor-managed models Making your portfolios tech-enabled, with efficient rebalancing and management. Model marketplace Access a broad marketplace of 750+ model portfolios from industry-leading asset managers. Private model marketplace Pre-built or custom models inclusive of......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
