How GDX360 Works
Imagine having the ability to build a comprehensive financial plan for clients with investment strategies that actually align with their goals. Our GDX360 platform does just that while creating a personal client experience that enhances your relationships and inspires collaboration. Here’s how it works.
- It’s a client-friendly process that starts with an open conversation that uncovers what matters most to clients – their life goals.
- Next, advisors and clients work together to choose an appropriate investment strategy. By synchronizing planning with investments, GDX360 helps you put your client’s best interests first.
- Our patented Comfort Zone® concept then brings their roadmap to life and illustrates the power of this approach. Your client’s personalized financial plan is a living and actionable plan for their current and future life experiences.
- Ongoing monitoring shows advisors when clients fall out of their Comfort Zone and when opportunities arise to add a new goal. GDX360 helps keep clients on track with life goals while making the most of their life.
