GeoWealth

GeoWealth Management, LLC

About this app

This app is designed exclusively for Financial Advisors that utilize the GeoWealth platform and their clients.

View consolidated investment information and documents on the go with GeoWealth’s app.

As a Financial Advisor,
View your Assets Under Management, Asset Flows and trading Service Requests across your book of business
Access your Households, Clients, Prospects, and Groups and all related Account details, including asset allocation, performance, portfolios, holdings, and transactions
Search across Households, Clients, Prospects, and Groups to view contact information and access each contact’s documents

As a Client of a Financial Advisor that uses GeoWealth:
View your Account details, related activity, and performance information
See asset allocation at the Household, Client, Account, and Portfolio levels, depending on your data permissions within the app
Access documents shared to you by your Financial Advisor
GeoWealth’s app is only available by invite from your Financial Advisor. If you already have access, download the app and log in to get started today.=

ABOUT GEOWEALTH

GeoWealth is a turnkey asset management platform (TAMP) and financial technology solution built specifically for the needs of modern RIAs. GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and offload mid-and back-office responsibilities, including performance reporting, billing, portfolio accounting and more. Via its customizable open-architecture platform, GeoWealth enables advisors and firms to grow faster and serve clients more efficiently. Learn more at geowealth.com.

What’s new

Stability improvements