Solution introduction
GeoWealth’s TAMP allows for the seamless delivery of both advisor-managed and third-party model portfolios, or a combination of the two
Our investment technology provides firms with the tools they need to build compliant and scalable solutions while staying ahead of their clients’ unique needs
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 private markets investments.
Proprietary portfolios
Model portfolios overseen by our experienced in-house investment committee.
