GeoWealth was featured in the Advisor Speed Demo series from FinancialAdvisor.TV. This video gives a quick, high-level overview of our leading financial technology and turnkey asset management platform (TAMP); which combines a comprehensive and fully-integrated platform with best-in-class portfolio solutions.
The Speed Demo gives you a quick look at our:
Completely integrated, intuitive technology
Turnkey, flexible investment solutions – advisor as PM, third-party marketplace, OCIO, etc.
High-touch back office support
Click play to see key areas of our platform come to life in under ten minutes!
If you're interested in scheduling a one-on-one live demo with a member of the GeoWealth team, you can click here. You can also get a deeper dive into our platform functionality by going to the following areas of our website:
We're Your Partner, Not Just Your Platform
GeoWealth isn’t just a technology provider or a TAMP offering, we’ll be your partner and consultant as you launch a new business, or seek to upgrade the operations of your current practice. Our team is here to build customized solutions to suit your practice, regardless of size or structure. And, we’ll be available for ongoing service and training throughout your transition. We’re built with advisors like you in mind, with flexible and compliant solutions that will help you better serve your clients.