myGellerCFO

myGellerCFO is a personalized digital platform for Geller Advisors’ clients, providing them with secure and streamlined access to their financial information whenever and wherever they need it.

Main Features:
• Personal wealth information, including portfolio summaries, performance tracking and clients’ net worth
• Streamlined document access for account management and secure information exchange with the Geller Advisors team through seamless integration with box.com
• Updates on the latest trends and opportunities from the Geller Advisors subject matter experts
• “Projects" feature facilitates client/advisor collaboration on outstanding action items and tasks

How to Access:
Geller Advisors clients should contact to their financial advisor or relationship manager to receive access.