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When Financial Technology Partners with Compliance

Geowealth partnership

This summer, GeoWealth, financial technology and turnkey asset management platform (TAMP), announced a strategic alliance with Foreside Financial Group (“Foreside”), a global provider of compliance technology solutions and product distribution services to the asset and wealth management industries. Through this partnership, financial advisors that are either breaking away and becoming independent, or are founding a registered investment advisory firm (“RIA”), will have access to the full, turnkey investment, technology, and compliance infrastructure they need to successfully launch their businesses.

Foreside’s Mark Alcaide, Senior Managing Director, Consulting, and Colin Falls, President of GeoWealth, discuss why technology partners with compliance and how this partner continues to enhance connecting our clients with best-in-class providers for the Wealth Management space. Read the full interview HERE.