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 point to address client prospecting, ongoing client servicing, and holistic enterprise management. You can manage contacts, tasks, emails, events, opportunities, and log notes.

Household view - households, accounts, portfolio sleeves
Take a deep dive into any client’s household or accounts. No two investors have the same situation, so household view allows you to better serve specific needs.

Service center - submit trade requests to our trading team
Our self-serve service center allows advisors to submit one-off or recurring requests to raise cash, invest cash, liquidate a portfolio, and more. Our advisor services and trading teams are standing by to support these requests in real time.

Reporting center - design custom reports or pull standard reports
Use our robust reporting suite to generate intra-quarter performance statements, portfolio analyses, transaction summaries, and more. Reports can be pulled ‘on-the-fly’ to share with clients in a comprehensive and clear format.

Custom workflows - custom requests from advisors to home offices
Our custom workflows functionality allows home offices to build and track custom service requests created specifically for their advisors’ needs. These workflows can be established to create requests for advisors to submit client address changes, beneficiary updates, billing changes, account closures, or any manner of firm-specific request desired for your business.