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TAMPS
GEOWEALTH
Modern TAMP
GeoWealth works tirelessly to continuously expand our suite of TAMP tools and investment products to benefit the RIA community. Out latest initiatives over the last year include: • In March 2023, we acquired First Ascent Asset Management, a Denver-based TAMP/RIA • We announced a new Investment Consulting offering for advisors looking to outsource portfolio and UMA construction • We unveiled the Manager Portal, a new service area in our TAMP, where asset managers update asset allocations, which are then traded by GeoWealth • We unveiled the Model Center, a new service area in our TAMP, where advisors research model portfolios or manage their home office model allocations, which are then traded by GeoWealth • We released a reimagined Reporting Center, offering greater customization and functionality to advisors • We expanded our Model Marketplace by more than 2x in the past year • We announced integrations with both 55ip and Pontera, offering advisors the ability to access tax-smart portfolios and the ability to manage held-away accounts • We’ve been ranked as the second-fastest growing TAMP by The Wealth Advisor’s 2023 report on America’s Best TAMPs
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 fully 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. Founded in 2010, GeoWealth is headquartered in Chicago, IL.
geowealth.com
166 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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