GeoWealth Case Study: What Happens When A Supercharged RIA Leaves An Outdated TAMP

The Wealth Advisor Contributor
April 24, 2023

(GeoWealth) An independent RIA was growing quickly, but their TAMP couldn’t keep up with their demands, plus it was too expensive. By switching to GeoWealth, this RIA was able to save over $150,000 per year, which it could then reinvest in growing and marketing the firm.

Pain points were numerous. The TAMP they were using was very expensive because it licensed technology from another provider to power its platform. It was not open architecture and had a select menu of proprietary models.

Sub-advisory relationships were not allowed, so the RIA had to become an IAR of the TAMP home office. And the TAMP did not provide any client facing portfolio reporting, model collateral, or fact sheets.

What happened? Find out.

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