Next Generation Wealth Management

A comprehensive technology platform and proven investment strategies.

An Integrated Wealth Management Solution.

GeoWealth is a leading investment advisory firm that provides a comprehensive and fully integrated wealth management technology platform coupled with institutional-caliber portfolio management solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently.

Our Process

Our process is dynamic rather than static.

In a world that changes constantly, it makes sense that your clients' needs will, too. That is why we have designed our process to adapt quickly to those changes.

01
Client Service Tools

Client Portal and Document Vault

CRM (Prospecting/Client Service)

02
Digital Advisory Tools

Client Profiling

Proposal Generation

Portfolio Construction

03
Portfolio Management System

Portfolio Accounting

Portfolio Rebalancer

Portfolio Implementation (Trading)

04
Automated Back Office

Fee Billing

Performance Reporting

Account Aggregation