The Advisor Driven, Tech Enabled TAMP for RIAs
GeoWealth is a modern financial technology and Turnkey Asset Management Platform (TAMP) built specifically for RIAs.
Your RIA’s Turnkey Asset Management Partner
Our integrated, modern wealthech platform provides a holistic investment management solution that will assist you and your throughout every stage of the wealth management life cycle. We offer both advisor portals and client portals, all branded to your firm’s logo and color palette.
GeoWealth’s TAMP allows for the seamless delivery of both advisor-managed and third-party model portfolios, or a combination of the two. Our investment technology provides firms with the tools they need to build compliant and scalable portfolios while staying ahead of their clients’ unique needs. Plus, we offer OCIO solutions and Investment Consulting Services.
In a world where the needs of clients seem to grow exponentially, GeoWealth’s holistic offering provides you and your firm the scalability to grow by easing the burden on your in-house back office and allowing you to focus on attracting new clients and growing your business. GeoWealth will handle your trading, billing, reporting, reconciliation, aggregation, and more.
GeoWealth’s Breadth of Flexible Tools
GeoWealth Delivers Scale and Efficiency to RIAs at any Size or Stage.
For every type of advisor, regardless of your structure, we have the solutions and experience to maximize your clients’ wealth, improve the efficiency of your practice, and strengthen your bottom line. Our technology solutions, turnkey investment platform, and outsourced service offering mean that you can focus more time on what matters most: your clients. GeoWealth uses its own proprietary technology to operate as a TAMP, resulting in a more integrated, intuitive advisor experience and very competitive pricing. GeoWealth also focuses exclusively on the RIA market, providing a higher degree of flexibility and customization than is offered by some of the older, legacy solutions in the market. Schedule your demo to see the difference.
