Solution introduction
Next generation wealth management has arrived
Our cloud-based Unified Managed Household (UMH) platform empowers financial institutions and advisors to seamlessly manage all phases of the wealth management lifecycle in a fully integrated and scalable fashion
GeoWealth’s open-architecture platform supports all types of investment programs and vehicles along with a state-of-the-art automated back office module enabling RIAs, individual advisors, and institutions to run a cost-efficient business and concentrate on asset gathering while bringing unique value to their clients.
Work smarter
With multiple facets to our cloud-based platform, we offer advisors and firms the integrated tools they need to grow and scale their businesses. Offered collectively under the “Advisor Platform,” our suite of solutions was designed to simplify the wealth management life cycle.
- CRM
- Client prospecting / proposal generation
- Portfolio construction
- Portfolio monitoring / reporting
- Rebalancing
- Back office
