Geller Announced as Winner of 2022 Wealth Management Industry Award for Client Initiative

On September 8, 2022, Geller was announced as the winner of the 2022 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
  • 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 in exchange for the award. For more information and a description of the methodology, please visit: