Case Study: a traditional insurance advisor saves over $150,000 annually with GeoWealth

Moving from an Expensive, Outdated TAMP

a traditional insurance advisor operating as an independent RIA faced significant challenges with their expensive Turnkey Asset Management Platform (TAMP). Their outdated provider was too rigid, lacked open architecture, and failed to offer essential client reporting or model collateral. This was hindering the firm's growth and increasing its operational costs.

To solve this, the advisor switched to GeoWealth’s TAMP sub-advisory services. The new platform provided a cost-effective, open-architecture model marketplace and comprehensive client-facing reporting. By implementing GeoWealth's solutions, the RIA achieved over $150,000 in annual savings, a 50% reduction in their tech stack costs, which were reinvested into lowering client fees and funding growth initiatives.