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Wealth & Private Banking › Portfolio & Wealth Management › Rebalancing
GeoWealth
TAMP and portfolio platform for RIAs offering model portfolios, UMAs and integrated back-office services.
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Overview
GeoWealth is a turnkey asset management platform (TAMP) built for registered investment advisors, pairing integrated technology with access to a broad marketplace of model portfolios. Its platform supports unified managed accounts, portfolio rebalancing and proprietary tax-loss harvesting and tax transition capabilities.
GeoWealth lets advisors offload mid- and back-office responsibilities such as performance reporting, billing and portfolio accounting while managing diversified model-based portfolios.
Key Features
- + Portfolio rebalancing and trading
- + Unified managed accounts (UMA)
- + Model portfolio marketplace
- + Tax-loss harvesting and tax transitions
- + Performance reporting and billing
- + Portfolio accounting and back-office services
Integrations
Open APICustodians
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