Name: GeoWealth
Author: GeoWealth

Customer Success Management Training

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Development

Academic Advising

Education

Board Management

Business Intelligence (BI)

Collaboration

Contract Management

Corporate Social Responsibility (CSR)

Desktop Publishing

Enhanced 911 (E911)

Environmental Health and Safety (EHS)

Manufacturing Execution

Project Portfolio Management

Enterprise

Accounting

Investor Relations

Merger and Acquisition

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Build Automation

Cloud Storage

Continuous Delivery

Converged Infrastructure

Data Center Cooling

Data Fabric

Fraud Detection

Integration Platform as a Service (iPaaS)

Managed File Transfer (MFT)

Mobile Device Management (MDM)

Network Behavior Analysis

Network Performance Monitoring

Threat Intelligence

Value-Added Resellers (VARs)

Workload Automation

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Audio Editing

Content Management

Email Marketing

Gamification

Local Marketing

Marketing Automation

Press Release Management

Product Information Management (PIM)

Screen and Video Capture

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Proposal

Quote to Cash

Sales Coaching

Sales

Cloud Infrastructure Entitlement Management

Security

Apparel

Chargeback Management

Dental

Financial Services CRM

ID Card

Internet of Medical Things

Nonprofit Fundraising

Oil and Gas

Vertical-Specific

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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.

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According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

RightCapital

GeoWealth

Investment Portfolio Management

GeoWealth is a leading tech-enabled, advisor driven turnkey asset management platform (TAMP) and financial technology solution serving approximately 1,000 independent advisors. GeoWealth powers the delivery of investment advice, both advisor-managed or curated models managed by industry-leading strategists, to meet the needs of modern advisors and institutional investors . GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and minimize mid- and back-office responsibilities, while the customizable, open-architecture platform accelerates advisor growth and maximizes the value they deliver to clients.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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Investment Portfolio Management Software

GeoWealth

Overview

What is GeoWealth?