On September 8, 2022, Geller was announced as the winner of the 2022 WealthManagement.com Industry Award in the Client Initiative, Family Offices category. myGellerCFO, a wealth management app, is a personalized digital ecosystem that provides clients with secure and streamlined access to their financial information, delivering a customized, digital client experience.
Geller embarked on this initiative to provide a highly secure, simplified, and portable experience that enables clients’ real-time access to their Geller team and financial information. It is a key achievement that aligns with Geller’s mission to safeguard and simplify clients’ complex financial lives. Available on desktop, tablet, and mobile devices, myGellerCFO supports the following secure interactions:
- Comprehensive investment portfolio views
- Net worth information
- Secure and streamlined documentation sharing
- Geller client service team information
- Creation and tracking of advisor-client action items
myGellerCFO has been embraced by internal stakeholders and clients alike for how it has streamlined operations and enhanced the client experience.
A full list of myGellerCFO features includes the following; updates are released on a monthly cadence:
- Personal wealth information, via integration with Geller Planning Solutions (GPS), such as portfolio summaries, performance tracking, and the ability to view in- and out-of-estate assets through a net worth summary (inclusive of businesses, real estate, insurance, etc.)
- Investment asset allocation and performance through integration with Addepar
- Streamlined document access for account management and secure information exchange through integration with Box.com
- Optional functionality to connect directly to held-away assets
- Bulletin Board for updates on the latest trends and opportunities from Geller’s subject matter experts
- Client/Advisor shared workflow section to manage projects and tasks
- Client/Advisor email notifications
- Sophisticated security protections, including Box Shield and 2-factor authentication
Neither Geller Advisors LLC nor its employees or affiliates paid a fee to WealthManagement.com in exchange for the award. For more information and a description of the methodology, please visit: https://lnkd.in/gmxcrmSX.
