Case Study: a Corporate RIA achieves faster, more efficient advisor onboarding with GeoWealth

Corporate RIA Finds Lightning Fast TAMP

A corporate RIA with over $1 billion in assets was struggling with an outdated TAMP that offered poor service, an inflexible pricing structure, and a lack of modern technology like a client portal. Seeking to standardize operations and improve advisor onboarding, they turned to GeoWealth for a modern investment management solution.

GeoWealth provided a modern, proprietary technology platform featuring customizable pricing, white-labeled client portals, and a high-touch service model. This solution cut the corporate RIA's costs by 50% while delivering greater operational efficiency and centralized oversight for their advisors, all without requiring additional in-house staff.