SolutionsFinancial advisors
Explain the market to every client with figures you can show.
Each client's portfolio with its scenarios, the context of the country and of the news with its source, and a note you can send them. geoGM informs; the recommendation stays yours.
A working week
Before a meeting
The client's portfolio, imported from their broker's CSV or built by hand, with its fundamentals and its scenario.
The client asks about a country
Its risk and its macro, and up to four countries compared on 21 metrics since 1975.
After a market scare
What moved in Market in Charts and what was said in the News Hub; Jarvis answers with that data.
The client note
A document with figures and scenarios, sent with a read-only link.
Use cases
Each case draws on several tools; none of them belongs to one profile.
Prepare the meeting
The client's portfolio with its fundamentals (from Analyst) and the country that worries them on one screen, each series with its source.
Explain a market move
Market in Charts shows what moved and the News Hub what was said, on the same screen.
A proposal with scenarios
Projections turns each scenario — bull, base and bear — into a price target, from the growth and the multiple you set.
A note for the client
A document with figures and scenarios that the client reads through a read-only link.
UsesResearch Archive
What you will use most
- PrimeFolio with projectionsScenarios you set, with contributions and a horizon.Brokerage sync
- Import the portfolioCSV from IBKR, Schwab, DEGIRO, Trading212, Revolut or a generic file.Brokerage sync
- Compare countries21 metrics, up to 4 countries or blocs, since 1975.GeoHub
- News Hub and Market in ChartsWhat moved and what was said.Terminal
- JarvisAnswers with geoGM's data and does not say what to buy.AI Labs
- DocumentsWith figures, versions and a read-only link.Research Archive
- countries with risk and macro
- 195
- metrics to compare countries and blocs
- 21
- the year comparisons start
- 1975
- companies with their financials
- 9,000+
Frequently asked questions
Can my clients read the analysis?
Through a read-only link to a document with the figures and the scenarios.
Where do the scenarios come from?
Projections turns bull, base and bear into a price target, from the growth and the multiple you set.
Does geoGM recommend anything to my clients?
No. geoGM informs; the recommendation stays yours.
For your team
geoGM works for one person or a team. This is what exists today, said as it is.
Seats
From 3 seats, on an annual contract. Each band of seats is billed at its own rate: up to 40% less per seat in the higher bands.
Tools per team
We choose with you which panels your team sees; the ones you do not need do not even appear.
How to get started
Write to us, we set up your team and you tell us who joins. One charge for everyone.
Not yet
Company single sign-on (SSO), roles with different permissions, a read-only role, and sharing Terminal tabs between colleagues.