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GeoWealth

GeoWealth

Overview

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…

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Pricing

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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…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

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:

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.


GeoWealth Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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