JPMorgan announced on Tuesday that it has partnered with wealth management technology platform GeoWealth to give RIAs access to digital model portfolios.
The five JPMorgan Global Tactical models invest in the firm’s suite of strategic beta ETFs and will be available this month on GeoWealth’s cloud-based platform.
“JPMorgan has been delivering custom asset allocation solutions to investors for decades and through many market cycles,” Jillian DelSignore, head of ETF distribution for J.P. Morgan Asset Management, said in a statement. “With an increasing focus on how clients access this expertise and at what cost, we believe these ETF model portfolios offered through GeoWealth’s technology will fill a gap in the market.”
Colin Falls, president of GeoWealth, noted, “Our clients are looking for access to top notch investment capabilities that can be easily accessed through our end-to-end advisor technology. J.P. Morgan’s technology-enabled model portfolios offer a uniquely differentiated solution that can help advisors efficiently manage and grow their business.”
Orion Advisor Services launched its social advisor support application on Tuesday. Orion Social connects users with experts, training and other advisors to help them implement the Orion platform.
Users can submit development ideas to group forums, and get status updates on Orion projects and updates.
“We want to provide advisors with the ability to engage with our support team and share best practices with each other,” Eric Clarke, Orion’s CEO, said in a statement.
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