What is GeoWealth?
GeoWealth is a provider of wealth management technology, offering a customizable open-architecture platform and a proven spectrum of investment strategies address all the essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently.
It features:
It features:
Advisor Dashboard
The advisor dashboard acts as a landing page on the GeoWealth platform. Customize the layout to quickly display the details needed as soon as logging in.
Contact Management
A cloud-based CRM acts as a central integration point to address client prospecting, ongoing client servicing, and holistic enterprise management. The system can also integrate with Microsoft Outlook and Redtail for additional efficiency.
Household View
Take a deep dive into any client’s household or accounts. No two investors have the same situation, so Household View allows the user to better serve specific needs.
Service Center
A self-serve Service Center allows advisors to submit one-off or recurring requests to raise cash, invest cash, liquidate a portfolio, and more. GeoWealth's Advisor Services and Trading Teams are standing by to support these requests in real time.
Reporting Center
Use its reporting suite to generate intra-quarter performance statements, portfolio analyses, and transaction summaries. Reports can be pulled ‘on-the-fly’ to share with clients in a comprehensive and clear format.
Client Dashboard
Clients can view their accounts, holdings, and performance on an easy-to-use interface that is accessed via a firm-branded website and mobile application.
Balance Sheet
The balance sheet function allows clients to see any asset and liabilities held on the platform or in outside accounts, including real assets or commodities.
Mobile App
Clients can handle all essential functions via a mobile app white-labeled to match any brand and color palette.
Categories & Use Cases
Technical Details
| Deployment Types | SaaS |
|---|---|
| Mobile Application | No |
FAQs
What is GeoWealth?
GeoWealth is a provider of wealth management technology, offering a customizable open-architecture platform and a proven spectrum of investment strategies address all the essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. Headquartered in Chicago, GeoWealth was built by professionals with knowledge of all stages of the wealth management lifecycle.