GeoWealth is a leading provider of wealth management technology; 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 the essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. Headquartered in Chicago, GeoWealth was built by a seasoned team of professionals with intricate knowledge of all stages of the wealth management lifecycle. Get in touch to learn more or schedule a live demo of our technology suite. 


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Kayne Partners

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New in etf.com ---- GeoWealth's Head of Investment Solutions, Jen Wing, Pinpoints How Advisors Use ETFs: https://bit.ly/3U61RGi

Jeff Benjamin: In terms of ETF flows, what are advisors using to build client portfolios?

Jen Wing: Passive equity continued to drive flows in 2023. SPY ETF assets on our platform more than doubled in both advisor-managed and third-party institutional models.

Fixed income became in vogue again in 2023. In line with industry trends, we saw overall net outflows from short duration ETFs and net inflows into longer duration ETFs as a result of the Fed pivot. On the other end of that spectrum, we’re working with clients to help them navigate getting their investible cash to work into short-term investments now that yield is available.

I’m not big on sports analogies but from my perspective the liquid alternative ETF space is still in its first inning. That being said, we are seeing demand for strategies that utilize options, such as buffered ETF models, as well as income producing strategies that leverage call writing or put writing.

Read the full Q&A here: https://bit.ly/3U61RGi

Our February newsletter will be landing in inboxes soon! 💌 Want to stay in the loop on all things GeoWealth? Drop us your email to get on the list --> https://lnkd.in/g8xbKhyb

 New tools for the new year! Here's our recap on January 2024...

🎙 Our Favorite Podcasts for RIAs: https://bit.ly/3OqPjWo
📋 Project Planning Templates: https://bit.ly/42lHuH0
⚙️ What is a Unified Managed Account (UMA)?: https://bit.ly/47O08IT
🧠 Mastering the CEO Mindset: https://lnkd.in/gDTe2vcY
📚 Glossary of Essential Financial Terms: https://bit.ly/3HFUaiB

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As part of our 2024 WSR Wealth Exemplar Awards, the Asset Management Platform of the Year awards go to Envestnet, Inc | PMC, GeoWealth and Orion Advisor Solutions.

READ MORE: https://lnkd.in/g_7bG-n2


#WealthSolutionsReport #WealthExemplarAwards #AssetManagement #WealthManagement

We're proud to announce that we've been named one of Wealth Solutions Report's Asset Management Platforms of the Year! Read more here: https://lnkd.in/g_7bG-n2

The Wealth Solutions Report #WealthExemplarAwards for Asset Management Platform of the Year go to the top three firms that have a significant presence in the wealth management industry and operate as third-party asset managers that serve B2B wealth management platforms. There is a minimum asset level of $10 billion.

#WealthSolutionsReport #WealthExemplarAwards #WealthManagement #assetmanagementplatform #2024awards #TAMP #RIA #wealthtech 

Provider of integrated and fully customizable portfolio accounting solutions for advisors and financial professionals.

Orion Portfolio Solutions LLC

Offers a digital wealth management platform that enables financial advisors to deliver personalized advice and build strong client relationships.

AdvisorEngine Inc

Provider of performance reporting, billing, and portfolio accounting solutions for financial advisors and asset managers.

Offers a comprehensive wealth management platform that provides data aggregation, analytics, and reporting for financial advisors and family offices.

Addepar

GeoWealth is a leading investment advisory firm that provides a comprehensive and fully integrated wealth management technology platform in addition to its institutional-caliber portfolio management solutions. Their customizable open-architecture platform and 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.

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