Tag: Technology
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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 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.