Collaborative Partners

StoneCastle Cash Management LLC

StoneCastle Cash Management enables advisors to organically grow their business and add client value through FICA For Advisors, a best-in-class insured cash solution. The combined value of $25 million FDIC insurance, competitive APY, and overnight liquidity helps clients protect and earn more on their cash. Since 2009, StoneCastle has been focused on education regarding the cash and deposit landscape and has helped advisors and institutions protect billions of deposits through a network of 950+ banks.

Visit advisor.cash for more information.

HealthView Services

HealthView Services is the nation’s leading provider of healthcare cost-projection software to financial services firms and advisors. The firm’s suite of tools is designed to help current, and future retirees and advisors develop financial plans that incorporate retirement healthcare costs.

Visit the HealthView website for more information.

Counsel Trust Company

Counsel Trust Company is an independently owned, fiduciary, non-depository trust company….established to provide corporate trustee services to outside investment advisory, accounting, and legal firms.

Visit the Counsel Trust Company website for more information.

DPL Financial Partners

DPL Financial Partners is an insurance network for RIAs, providing easy access to low-cost, commission-free insurance products. In addition to their products, they provide expert advice and education so fiduciary, Fee-Only advisors can leverage the benefits of these products for their clients.

Visit the DPL Financial Partners website for more information.

BizEquity

BizEquity is the world’s leading and only patented online business valuation service. Provide your clients with a Business Valuation Report that details key metrics to their business value and gives an in-depth view of their financial position.

Visit the BizEquity website for more information.

Trust&Will

Trust and Will provide a complete, simple, and affordable Estate Planning solution for clients without a complex estate, enabling advisors to provide the level of support that best matches their advisement style.

Visit the Trust&Will website for more information.

REDTAIL

This single-direction integration will allow you to create client households in REDTAIL and import them directly into GDX360, reducing the redundancy of having to create a client household in both systems. This is also a more efficient way of converting a prospect into a client.

Visit the Redtail website for more information.

Orion

Orion allows advisors to view household, registration, and account-level data and statistics at any time and also run on-demand performance reports.

Visit the Orion website for more information.

Holistiplan

Holistiplan reads an entire tax return using advanced OCR technology and creates a customized, white-labeled tax report complete with relevant observations in just seconds. The same OCR technology also pre-fills a scenario analysis screen that allows advisors to immediately identify key income breakpoints for tax planning opportunities like ROTH conversions, tax-efficient withdrawals, charitable giving, and more.

Visit the Holistiplan website for more information.

CIM

CIM has a long-term track record of owning, developing, and operating assets in communities now known as Opportunity Zones. The Opportunity Zone provision grew from a desire to drive investment in high-potential communities across the United States through a more effective economic incentive program than those previously available to private investors.

To learn more about Wealthcare’s Opportunity Zone, contact our team

Model FA

Model FA is a coaching program for entrepreneurial financial advisors to help them get in front of more clients, focus on growth in every area of their business, and reach the next level of scale.

Visit the Model FA website for more information.

QUODD

QUODD provides a market data workstation designed for wealth managers called Equity+. The solution provides real-time stock quotes, news, charting, research, and other essential market data. The workstation is also Internet-based and can be accessed remotely from any device, be it a laptop, PC, tablet, or phone. Since QUODD Financial is a FINANCEWARE company, ask about Wealthcare’s special rate for Equity+  when you speak to our Sales Team.

Visit the QUODD website for more information.

Yodlee

Yodlee is an account aggregation service that allows clients to link accounts from other institutions to GDX360® so you and your client will see all of their accounts in one place. We have integrated Yodlee as an add-on to the GDX360® client portal. The integration allows clients to link their held-away assets to provide an automated data feed to help advisors keep account balances up to date, reduce manual activity, and provide a more accurate financial plan. Ask our Sales Team about service options.

Pontera

Pontera makes it possible for Wealthcare advisors to manage 401ks and other held away accounts actively. The Pontera solution empowers advisors to offer comprehensive, holistic services to their end clients by enabling held-away account management and trading.  Pontera also partners with Orion to give our Orion users visibility into the held away assets managed through the Pontera platform.

Visit the Pontera website for more information.

Healthpilot

Healthpilot is a free digital platform that helps your clients navigate the complexities of Medicare by finding a plan based on their healthcare needs and helping them enroll online in a few minutes. Healthpilot’s unbiased, accurate recommendations can provide your clients the reassurance that the plan they choose is the right one for their health and financial goals.

Visit the Healthpilot.com website for more information.

To get started, visit Healthpilot.com/Wealthcare.

WealthBox

Wealthbox’s CRM integration with Wealthcare’s GDX360® allows advisors to create, import, and initiate client households in either software reducing redundancy between two vital systems. With features like modern contact management, two-way sync with most email platforms, and customized workflows, Wealthbox is a welcome addition to Wealthcare’s partnerships.

Visit the Wealthbox site for more information.

TIFIN AG

Digital marketing drives growth and retention in our industry by helping you build a strong brand identity, making you visible to prospects that might not know you exist.

That’s why Wealthcare partnered with TIFIN AG, a marketing fintech platform that utilizes artificial intelligence to drive prospect and client engagement. TIFIN AG will allow advisors to distribute content easily and effectively through email and social media. From DIY to turnkey service, TIFIN AG can support you at any stage of your digital marketing strategy.

Visit the TIFIN AG site for more details.

OneTrust

OneTrust is a Housing Wealth solution that is hidden in plain sight, available through responsible access to the equity in your client’s home. The Home Equity Conversion Mortgage (HECM) and the 55+ Specialty Reverse Mortgage could be one of the most misunderstood and underutilized resources available to your clients.  A unique financial tool for your retirement age clients is becoming the go-to solution for financial advisors to solve challenges and improve outcomes for mass affluent and higher net worth clients.

Visit the OneTrust site for more information.

RetireOne

RetireOne’s Contingent Deferred Annuity (CDA) offers advisors an income for life solution for their clients without all the constraints and costs of a traditional variable annuity with living benefits. Best of all, the underlying investments are implemented with Wealthcare models.

To get started, visit Wealthcare’s RetireOne landing page.

Consider It Done

Consider it Done (CID) is a Virtual Admin service that works with advisors to free up their time to do what they do best…. revenue-generating client-facing activities.

Visit Consider it Done site for more details.

Testimonial IQ

Testimonial IQ helps financial advisers get found, build trust, and grow assets under management by proactively leveraging social proof. With Testimonial IQ, advisers can create custom tools to increase client engagement, generate Google reviews, build testimonial-based marketing content, and leverage compliance workflows designed specifically for SEC and FINRA-registered firms.

Visit the Testimonial IQ site for more information.

Leader Bank

The Leader Bank Power Line is a securities-based lending solution (SBL), which is a flexible line of credit against the value of an investment portfolio. This credit line allows clients to satisfy a short-term cash need while keeping their long-term investment strategy intact, minimizing potential tax liabilities from selling securities. As Financial Advisors, a Leader Bank Power Line allows you to support both sides of your client’s balance sheet.

Visit the Leader Bank site for more information.

TAG (Tax Accounting Group)

The Tax Accounting Group (TAG) is a tax, accounting, advisory, and litigation consulting group with world-class service and reach. TAG has an active and diverse practice with over 60 service lines in more than 45 industries and serves clients in every U.S. state and 25 countries. TAG’s CPAs and practitioners provide a broad range of cost-effective tax preparation, planning, consulting, and representation services, as well as accounting, financial, and management advisory services to high-net-worth individuals, family offices, closely held businesses, estates, trusts, and nonprofit organizations.

Visit the Tax Accounting Group landing page for more information.

Pacific Life

RIAs that found there were roadblocks to using traditional variable annuities in the past are now discovering the updated features and digital accessibility of modern advisory variable annuities. These innovations come just in time to answer a growing demand for the features that variable annuities offer.

For more information on the role a variable annuity can play in your client’s portfolio, what retirement concerns annuities can address, and more, please visit our PacLife Landing Page.

Income Lab

Two great financial planning tools working together to create a robust client experience. Income Lab’s analytics serve as a supplementary tool to GDX360, enhancing the overall capabilities of financial advisors. Advisors can leverage both platforms to provide even more nuanced financial planning services to their clients. The combination of GDX360 and Income Lab’s analytics offers advisors a more comprehensive toolkit for addressing various aspects of their clients’ financial goals and investment needs.

Visit the Income Lab landing page for more information.

Flourish Cash

Flourish is a cash solution designed to deliver value while bringing held-away cash into a client’s orbit, allowing advisors to deliver more value, unearth new assets, and drive prospecting.

Visit the Flourish landing page for more information.

Independent Trust Company

Independent Trust Company (“ITC”) believes that when proactively positioned, trusts can strengthen your relationships with clients and organically grow your business.

ITC was established to help eliminate many of the conflicts that exist between serving as Trustee and directly managing assets. They focus on providing solid trust administration services, allowing investment professionals to focus on what they do best: prudently invest trust-held assets.

Visit the Independent Trust Company landing page for more information

wealth.com

Wealth.com is the only tech-led, end-to-end estate planning platform built specifically for financial advisors. It facilitates high-quality document creation, visualization for complex estates, AI extraction capabilities, and elegant reports. Built and maintained by leading estate attorneys, wealth.com has built a comprehensive ecosystem to elevate the estate planning process across all 50 U.S. states and D.C.

Visit the wealth.com landing page for more information

Advocacy Trust

Advocacy Trust offers advisors and clients an unmatched level of trust services efficiently and professionally.  They view asset management and trust administration as separate functions. Because they are focused solely on providing trust services, they work with advisors focused on providing investment management advice.

Their independent managed trust solution complements your expertise, enhancing client support and improving account retention.

Visit the Advocacy Trust landing page for more information

Absolute Engagement

Absolute Engagement’s engine empowers advisors to cocreate, scale and measure an engaging client experience that drives growth.

Their award-winning engagement technology reveals what’s in the hearts and minds of prospects and clients and automatically identifies and responds to relationship risks, unmet needs, and growth opportunities in real time, and triggers your next action.

Visit the Absolute Engagement landing page for more information.

CBS Brokerage

Ancillary services have become critical for RIAs and advisors to sustain growth over the long-term and meet evolving business challenges.

CBS Brokerage’s outsourced insurance management solves both of these challenges, adding value for clients and driving real revenue growth. This is what CBS does.

Visit their landing page for more information.