GeoWealth

3.5.1

GeoWealth Management, LLC

0.00

0 reviews

50+
Downloads

Free

GeoWealth app is shown to prospective clients of GeoWealth Management, LLC

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About GeoWealth

GeoWealth is a finance app developed by GeoWealth Management, LLC.

Download Statistics

GeoWealth has been downloaded 79 times. In the last 30 days, the app was downloaded 2 times.

User Ratings

The app has no ratings yet.

App Information

GeoWealth is FREE to download. The APK download size is 68.15 MB. The latest version available is 3.5.1. The last update was on May 19, 2026.

Technical Requirements

The app has a content rating of Everyone. The app has been available on Google Play August 2024.

Description

This app is designed exclusively for Financial Advisors that utilize the GeoWealth platform and their clients.

View consolidated investment information and documents on the go with GeoWealth’s app.

As a Financial Advisor,
View your Assets Under Management, Asset Flows and trading Service Requests across your book of business
Access your Households, Clients, Prospects, and Groups and all related Account details, including asset allocation, performance, portfolios, holdings, and transactions
Search across Households, Clients, Prospects, and Groups to view contact information and access each contact’s documents

As a Client of a Financial Advisor that uses GeoWealth:
View your Account details, related activity, and performance information
See asset allocation at the Household, Client, Account, and Portfolio levels, depending on your data permissions within the app
Access documents shared to you by your Financial Advisor
GeoWealth’s app is only available by invite from your Financial Advisor. If you already have access, download the app and log in to get started today.=

ABOUT GEOWEALTH

GeoWealth is a turnkey asset management platform (TAMP) and financial technology solution built specifically for the needs of modern RIAs. GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and offload mid-and back-office responsibilities, including performance reporting, billing, portfolio accounting and more. Via its customizable open-architecture platform, GeoWealth enables advisors and firms to grow faster and serve clients more efficiently. Learn more at geowealth.com.

Recent changes:
Stability improvements

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More data about GeoWealth

Price	Free to download
Total downloads	79
Recent downloads	2
Rating	No ratings
Ranking	Not ranked
Version	3.5.1
APK size	68.2 MB
Number of libraries	?
Suitable for	Everyone
Ads	NO ads

App Performance Report

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GeoWealth compared with similar apps

Common keywords of similar apps

Geowealth Asset Platform Documents Households Prospects Groups Related Including Allocation Portfolios Technology Enables App Financial Clients Access View Advisor Management Advisors Information Account Performance Details Client Portfolio

Keywords missing from this app

Accounts Investment Services Ubs Track Bank Mobile Manage Wealth Money Stay Time America Assets Data Security Business Contact Cetera Registered Dashboard Investments Features Brokerage Merrill Tiaa Secure Plan Retirement Member Mutual Fund Control Finances Goals Real

Downloads over time

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GeoWealth has been downloaded 79 times. Over the past 30 days, it has been downloaded 2 times.

Changelog of GeoWealth

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Developer information for GeoWealth Management, LLC

GeoWealth Management, LLC

geowealth.developer@gmail.com

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Google Play Rankings for GeoWealth

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Technologies used by GeoWealth

12 permissions

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