Are you looking for an integrated goals-based planning and investing platform?

By partnering with Wealthcare, you can access the GDX360 Platform in several ways to meet your business needs. Choose the option that works for you:

Access GDX360 for your firm

Get plug-n-play, quick-start access to our GDX360 platform and enjoy a seamless, dynamic experience that can help grow and scale your business.

Co-Brand GDX360

Take GDX360 a step further with a co-branded version that enables you to add your firm’s models and supporting collateral to the platform, giving your advisors the ability to deliver firm-branded content to your clients.

White Label GDX360

Invest in a white-labeled version of GDX360 for a fully customized platform that reflects your firm’s brand style.

GDX360 synchronizes goals-based planning and investing

Goals-driven advice. Integrated planning and investing. A scalable, efficient advisory business model. And a personalized, innovative client wealth experience.

Get it all with GDX360.

Wealthcare’s GDX360 centers on an innovative and client-friendly process that starts with an open, refreshing conversation. The conversation uncovers what matters most to your advisor’s clients – their life goals. The discussion begins before choosing an appropriate investment strategy.

By connecting life goal planning with investments, Wealthcare can help your advisors put their client’s best interests first.

Comfort Zone is an investor dashboard that gives a firm’s financial advisors a dynamic edge

Wealthcare’s patented Comfort Zone® is a dynamic monitoring system for a firm’s advisors and their clients. Comfort Zone is a stunning visual display of each client’s progress toward their goals. Clients love this powerful virtual experience that illustrates their life goals, dreams, assets and more.

Each client’s personalized Comfort Zone is created through Monte Carlo simulations, which work to find a plan with a Comfort Score that ranges from 75-to 90.

Why this score? This is the sweet spot where we believe your client won’t be underfunded when it comes to their life goals, and on the other hand, won’t be sacrificing needlessly.

Investment policy tools that strengthen compliance and promote fiduciary responsibility of advisors

GDX360 provides your firm’s advisors with a strategic roadmap to managing the client’s portfolio. Using GDX360, a firm’s advisors can create an Investment Policy Ticket (IPT) for each client household. This captures the client’s intentions regarding portfolio management.

A goals-driven investment policy framework helps clients stay on track in pursuing their life goals. Using an IPT provides clarity in getting advisors and clients on the same page. It can also help shield a firm and advisor from suitability and discretionary-related claims.

A wide range of investment choices that help your advisors align a client’s goals with an investment strategy

Goals-based investment strategies are the cornerstone of Wealthcare’s investment process. GDX360 aligns each client’s life goals with an appropriate, suitable investment strategy.

A firm’s advisors align a client’s goals with one of Wealthcare’s professionally-managed, multi-strategy investment programs. Your advisors can use one of the 490+ professionally managed, multi-strategy portfolios Wealthcare offers. They can use your firm’s investment models through our advisor driven model program.

Access GDX360 to give your advisors the ability to generate advisor alpha for clients

Research by Morningstar and Vanguard details how advisors can add ongoing value (alpha). By using two pieces of low-hanging fruit, you can help clients keep more of what they earn:

Household-level portfolio management & tax-smart asset location strategies to reduce transactions costs and taxes
Tax-efficient withdrawal strategies designed to minimize taxes

Rebalancing client portfolios is easy for firms and advisors with GDX360

Many firms manage portfolios at the account level. For a household with multiple accounts, account-level rebalancing requires more trades, as each account is traded to reset the account’s allocation. More trades = more costs.

Your business, your way.

Wealthcare offers a variety of ways to partner with us that fits your business needs and align with your vision of a successful future.

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