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.”
