SolutionsWealth & asset managers
Every portfolio, with its context, on one screen.
Positions read from your brokers or your model portfolios, where their companies earn their revenue and each country's risk, and the committee prepared with the figures in view. geoGM informs; the decision stays yours.
A working week
Monday · committee
Scenarios with their probability and impact on the whiteboard; the committee note in a document read through a read-only link.
Every day · monitoring
Every account in one table; the portfolio's fundamentals weighted by position; price alerts, earnings surprises and insider moves inside the app.
When something happens in a country
Risk from 0 to 100 with its five components, OFAC and UN sanctions, and your broker positions on the map.
Earnings season
The calendar puts your positions and your watchlists first; every report with its history of surprises.
Use cases
Each case draws on several tools; none of them belongs to one profile.
Follow every portfolio
Every account in one table with no duplicates, each position with its weight, and the portfolio's weighted fundamentals (from Analyst).
UsesBrokerage sync
Measure the exposure
Where the companies you hold earn their revenue, region by region, and the risk of the country that worries you, with its sanctions.
Prepare the committee
The scenario ladder on the whiteboard, with data tables inside; the note, in a document with a read-only link.
Earnings season
Your positions first in the calendar, and in each drawer the history of surprises and the preview note.
What you will use most
- PrimeFolioBroker accounts, portfolios built by hand or imported from CSV, with their composition.Brokerage sync
- Your brokers, connectedReads positions, trades and balances; never sends orders.from AnalystBrokerage sync
- Revenue by regionWhich regions your companies' revenue comes from.from AnalystBrokerage sync
- Country risk and sanctionsFive components from 0 to 100; OFAC and UN.GeoHub
- AlertsDrops, jumps, earnings surprises and insider moves, inside the app.Terminal
- Research ArchiveWhiteboards and documents with versions; documents with a read-only link.Research Archive
- companies with their financials
- 9,000+
- home countries of those companies
- 60
- countries with risk and macro
- 195
- between country-risk updates
- 15 min
Frequently asked questions
Can I see every account together?
Yes. Every account in one table with no duplicates, each position with its weight, and the portfolio's weighted fundamentals from Analyst up.
Does geoGM make recommendations?
No. geoGM informs; the decision stays yours.
How does a team start?
From 3 seats, on an annual contract. Write to us, we set up your team and one charge covers everyone.
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.