Brendan Falls, EVP and Chief Growth Officer for GeoWealth, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the firm’s flexible TAMP solution specifically built for RIAs.
GeoWealth is a technology company that provides a turnkey asset management platform (TAMP). Falls notes that historically, TAMPs have been viewed as a product offering an off-the-shelf model solution. GeoWealth is reframing TAMPs as a solution, offering a flexible and open architecture platform.
While the largest TAMP providers serve independent broker-dealers (IBDs), GeoWealth is purely focused on the RIA market. The platform supports advisor-managed models, model portfolios from a marketplace, and proprietary models. GeoWealth has a partnership with BlackRock to provide custom models that include semi-liquid alternative investment offerings. The GeoWealth platform can trade all of the public assets in the portfolio while generating requests for iCapital to manage the documentation process for the alternative investments being purchased for the portfolio.
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