Exclusive Content:

Technology Will Help Keep Your Home from Becoming Obsolete

I understand how that could positively effect your body,...

New Small Speaker Review: Pricing is Not Always the Only Criteria

I understand how that could positively effect your body,...

Cover Girl Announces Star Shine Makeup Line is Due for Next December

I understand how that could positively effect your body,...

Geowealth Enhances Current TAMP Platform

Geowealth is redefining what it means to be a modern turnkey asset management platform (TAMP). The Chicago-based firm recently launched a suite of powerful features and services, including a new manager portal, and is introducing an investment consulting concierge, according to an announcement. All of its improvements are built to meet growing RIA demand for more personalization and choice in investment management programs.

Geowealth’s new integrated manager portal makes model-level rebalancing and reallocation simple and efficient. The portal allows third-party managers, and advisors managing client portfolios, to effortlessly alert the GeoWealth trading team about portfolio updates. Asset managers can also upload information about their products directly into the TAMP’s Model Center so it can be easily accessed by advisors.

Additionally, advisors wanting to expedite investment and investment management selection will now have access to fully outsourced asset management support. Geowealth’s internal Investment Consulting division is led by Jen Wing, head of asset management. The service is available for advisors wanting to take a consultative approach to portfolio and UMA construction, maintenance and service.

“These new developments are indicative of our commitment to customization and investment flexibility,” said Colin Falls, president at GeoWealth. “Our mission is clear: we’re empowering advisors by offering technology, infrastructure and back-office resources, so that our clients can meet investors’ needs.”

 

 

Latest

AssetBook and Wealthbox Team Up to Enhance Advisor Experience

AssetBook, a SaaS-based portfolio monitoring and reporting platform has...

Smartria® & Kitces.Com Partner To Offer IAR Continuing Education

Smartria, a cloud-based software solution for compliance management for...

Practifi Launches New Business Development App for Wealth Management Industry

Performance optimization platform purpose-built for the wealth management industry,...

Practifi Bolsters Go-To-Market Strategy and Prepares for Growth

Practifi, a performance optimization platform for the wealth management...

Newsletter

spot_img

Don't miss

AssetBook and Wealthbox Team Up to Enhance Advisor Experience

AssetBook, a SaaS-based portfolio monitoring and reporting platform has...

Smartria® & Kitces.Com Partner To Offer IAR Continuing Education

Smartria, a cloud-based software solution for compliance management for...

Practifi Launches New Business Development App for Wealth Management Industry

Performance optimization platform purpose-built for the wealth management industry,...

Practifi Bolsters Go-To-Market Strategy and Prepares for Growth

Practifi, a performance optimization platform for the wealth management...

Andes Wealth Tech Selected by Independent RIA Waterway

Innovative wealth management platform, Andes Wealth Technologies, has announced...
spot_imgspot_img

AssetBook and Wealthbox Team Up to Enhance Advisor Experience

AssetBook, a SaaS-based portfolio monitoring and reporting platform has announced that they have completed integrations with Wealthbox CRM, a modern client relationship management tool,...

Smartria® & Kitces.Com Partner To Offer IAR Continuing Education

Smartria, a cloud-based software solution for compliance management for investment advisors, has announced a partnership with Kitces.com to provide online education content for continuing...

Practifi Launches New Business Development App for Wealth Management Industry

Performance optimization platform purpose-built for the wealth management industry, Practifi, has announced the rollout of a new business development application (BD app) for managing...

LEAVE A REPLY

Please enter your comment!
Please enter your name here