Audience
Investment advisors and institutional investors looking for an asset management platform to serve their clients more efficiently
About GeoWealth
GeoWealth is a leading financial technology and turnkey asset management platform (TAMP); combining a comprehensive and fully-integrated platform with best-in-class portfolio 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 integrated, purpose-built technology platform provides a holistic solution available in one place. Leverage our trading team and expertise to manage your clients’ portfolios more effectively. Eliminate time-consuming tasks and outsource to us for additional efficiencies as you scale. 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.
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Integrations
Company Information
GeoWealth
United States
geowealth.com
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Product Details
Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
In Person
Support
Phone Support
Online
GeoWealth Frequently Asked Questions
Q: What kinds of users and organization types does GeoWealth work with?
GeoWealth works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does GeoWealth support in their product?
GeoWealth supports these languages: English.
Q: What kind of support options does GeoWealth offer?
GeoWealth offers support via phone support and online.
Q: What other applications or services does GeoWealth integrate with?
GeoWealth integrates with: Pontera.
Q: Does GeoWealth have a mobile app?
Yes, GeoWealth has a mobile app for iPhone, Android, and iPad.
Q: What type of training does GeoWealth provide?
GeoWealth provides training in the form of documentation, live online, and in person.
