How we compare · GeoWealth
Two TAMPs on their own technology.
THOR ONE runs the whole firm on one set of records.
GeoWealth is a TAMP for RIAs on its own technology platform, with an outsourced back office covering reconciliation, aggregation, billing, reporting and a trading desk. It is the platform closest to ours. The difference is how much of your firm runs on the same records.
Seven engines. One set of records. All ours.
THOR ONE is not a suite of products joined by integrations. Every engine below is our own code, running on the same records, so a trade, a fee, a lot and a return each have one owner and one answer.
- Trading. Our own order management and execution engine, with rules-based routing, rebalancing, drift monitoring and daily tax-loss harvesting. Our trading desk places every order.
- Reporting. Performance at the sleeve, the account and the household, under your brand, on the schedule you set.
- Billing. A single fee path, calculated from the same records that traded. One place a fee is calculated, one place the invoice comes from.
- Risk. One risk journey for the whole household, applied to every account, or one per account where that is right.
- CRM. Not a CRM that syncs with your book. A CRM that is your book.
- Planning. Retirement and income plans built against the holdings the client actually owns.
- Research. Institutional managers and your own models ranked on the same measures, blended in minutes, and traded from the screen you researched them on.
An assistant on every page that knows your book
Because every engine shares one set of records, the assistant built into every page of THOR ONE can answer from your actual firm, not from general information. Ask it to pull up a household’s accounts, holdings, risk score, notes and tasks; compare strategies and blends on the marketplace; rank funds and stocks head to head; build and balance a blend; read how a model fits a given client; or show what to act on first across your book.
Sleeves, and the household above them
Every account on THOR ONE is sleeve-based. Managed and unmanaged sleeves sit inside one account, and trading, rebalancing and performance run at the sleeve, not across a flat account. Three managers can run inside one registration with one statement, one cash position and one set of tax lots.
Above the sleeves sits the unified managed household: every account, every lot, the gains already realized this year and what a trade does to the whole, on one screen. A client who needs cash for a roof is one decision across the household, not five logins and a spreadsheet. One account, three managers.
Side by side
| What matters | THOR ONE | The question to ask GeoWealth |
|---|---|---|
| CRM, planning, risk and research | All four are THOR ONE engines on the same records as trading and billing. | Which of these are part of the platform, and which do firms connect from other vendors? |
| Who places the trades | Our trading desk places every order; advisors update models and allocations. | Which trades go to your desk, and which does the advisor submit? |
| Accounts and the household | Sleeve-based accounts under a unified managed household you can act on. | Does the household view drive the trade, or report on it? |
| Your brand | Enterprises get their own standalone, single-tenant instance under their brand; smaller firms are private-labeled. | Can the platform run under your brand at every level, and is it your own instance? |
| An assistant that knows your book | On every page, answering from your own households, models and research. | Is there an assistant on every screen, and does it answer from your own book? |
| Price | One price on assets. Start with one piece; no module or seat charges. | Can you start with one capability and add the rest on the same price? |
| Leaving | Thirty days’ notice. Your full history in CSV and PDF at no charge, in writing. | What leaves with you, in what format, at what cost? |
The question underneath all of them
When your planning, your CRM and your trades disagree about a client, which system is right? On THOR ONE they cannot disagree, because they are the same records. What moves when you switch, and how long it takes.
Descriptions of GeoWealth are from its public materials as of October 2026 and may have changed; confirm current capabilities with GeoWealth. Source: geowealth.com, advisor technology. GeoWealth is a trademark of its owner. THOR is not affiliated with or endorsed by GeoWealth.
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