GeoWealth
Designed for registered investment advisors (RIAs), this innovative turnkey asset management platform streamlines financial operations through integrated technology and flexible investment solutions. By leveraging expert trading teams and a robust back office, it empowers firms to efficiently manage client portfolios and scale their operations while minimizing administrative burdens.
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Top GeoWealth Features
- Integrated trading team expertise
- Flexible investment options
- Award-winning TAMP recognition
- Customizable open-architecture platform
- Unified Managed Accounts (UMAs)
- Partnership with iCapital®
- Increased investment options by 400%
- Holistic back office services
- Comprehensive portfolio solutions
- Time-saving outsourcing capabilities
- Dedicated advisor training support
- Efficient client portfolio management
- Enhanced scalability for RIAs
- Real-time investment insights
- Streamlined compliance and reporting
- User-friendly technology interface
- Dedicated customer support team
- Access to exclusive model marketplaces
- Innovative financial technology solutions
- Case studies and insights available
