The Wealthcare Experience

Give Your Clients and Your Business the Personalized Care They Deserve

Imagine an open-business model where advisors grow their business through the best in technology, processes, and resources. That’s Wealthcare. Our GDX360® platform synchronizes financial planning, investment strategies, operations, compliance, and goals-driven advice. By combining and streamlining these essential advisory functions, we can help grow and scale your business.

Deliver a Client Experience Unlike Any Other with GDX360

Nothing replaces the personal connection between an advisor and their client. That relationship, developed over time and built on trust, is the foundation for an unrivaled client experience. With GDX360, advisors can enhance that experience with client-relationship tools that focus on what matters most to clients – their life goals. Our patented Comfort Zone® shows how clients are progressing toward their goals, giving you a new way of connecting with clients on a regular basis and further deepening your relationship.

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Show Your Clients the True Value of Joining Wealthcare

Today’s client is informed and technologically savvy with high expectations for service and results. Our industry-leading investment team conducts an investment transition analysis that can provide your clients with the potential value resulting from the move to Wealthcare. We help you illustrate the value of the transition to Wealthcare through in-depth, robust investment mapping that includes asset location.

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A Seamless Transition for Your Clients and Your Business

You’ve dedicated a lifetime to building a successful business with deep client relationships that rely on your services and expertise. With Wealthcare, our succession planning service guides you through every step of your transition, from maximizing valuations to assessing potential buyers to ensuring consistency and care for your clients.

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A Fiduciary Process You Can Count on with Confidence

Clients today are more informed than ever and expect a financial advisor to act in their best interests. The GDX360 platform has you covered: it promotes fiduciary responsibility and strengthens compliance by always putting a client’s best interests first.

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Build Your Firm’s Brand and Boost Your Share of the Market

In the competitive RIA landscape, communicating your unique value proposition is key to increasing organic growth. Wealthcare’s creative marketing programs are designed to capture your message and are completely customized to align with your firm’s growth goals. You’ll have access to website design and development, social media guidance, content programs, including how to harness the power of video and podcasts, and more.

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Transition Your Practice with Guidance, Support, and Minimal Disruption

While making a change to your practice may seem daunting, Wealthcare has designed an onboarding process that alleviates the stress of making the transition. Our onboarding team of experts guides advisors through the complete practice transition process, from planning, investments, operations, marketing, and compliance. While Wealthcare does the heavy lifting, you can continue to focus on what matters most: taking care of your clients.

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Build Your Business with GDX360’s Practice Management Tools

Dealing with compliance and operations can be a heavy burden for many advisors as their practice grows and governmental regulations continue to evolve. Wealthcare’s GDX360 process addresses these practice management challenges by streamlining functions that are essential but time-consuming to your business.

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Wealthcare Partners with Some of the Best Tech Firms in the Industry

Wealthcare is committed to empowering advisors to rise above the competition, grow their practices, and deliver an outstanding client experience. Partnerships and integrations are a big part of any successful growth strategy, and we have partnered with some of the best in the industry.

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Flexible Solutions for Independent Advisors

GDX360®

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