GeoWealth presents the new features of the consultant service center: Tech Roundup

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What You Need To Know The new features of GeoWealth’s Advisor Service Center include automated account opening for RIAs they hold with Schwab. Morgan Stanley selects eight startups for its latest Multicultural Innovation Lab program. Single sign-on integration between the Qualis Capital platform and Envestnet is launched.

GeoWealth has launched new features for its Advisor Service Center turnkey wealth management programs which include upgrades to its Model Center and the implementation of automatic account opening for RIAs that they hold with Schwab Advisor Services.

The Advisor Service Center, launched in early 2020 and is within the GeoWealths Advisor Portal, provides an intuitive solution for advisors to manage trading functions via a ticketing system supported by GeoWealths Advisor Services and Trading Team.

Advisors can submit and view real-time status of service requests directly in the platform interface for shares which include opening new accounts, new investments, raising money, trading blocks and liquidating, said GeoWealth.

The flexible service also allows consultants to create unified managed accounts that consist of multiple templates within a single account, he said.

GeoWealth has also updated its Model Center to include more engaging tools for consultants to better research and conduct due diligence on model strategies.

In the coming months, GeoWealth plans to introduce a management portal for third-party asset managers to seamlessly access, update and manage their product suites offered on its platform, he said.

To date, advisors have submitted nearly 90,000 unique business inquiries for the model portfolios available on the GeoWealth platform, he said. TAMP has more than $ 15 billion in platform assets and over $ 6 billion in assets under management and serves more than 900 independent consultants, he said.

Morgan Stanley kicks off the sixth Multicultural Innovation Lab program

Morgan Stanley has kicked off the sixth cohort of its Multicultural Innovation Lab, an acceleration program for tech and tech-enabled startups in their post-B funding rounds.

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