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. Technology should assist advisors in moving their practice to the next level, not impede it.

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. But that’s just the beginning of our technology approach.

Customer Relationship Management (CRM) systems are at the heart of a firm’s business, and GDX360 creates an easy connection that lets you maximize your data to build better relationships.

GDX360 offers an easy connection to CRM systems

GDX360 connects via API to some CRM systems, which means you’ll have actionable data at hand to more closely manage client relationships. Whether you’re bringing an existing CRM like Salesforce or Redtail to Wealthcare or looking for guidance in choosing a CRM, we can help.

Wealthcare provides advisors with tips and tricks in using and managing CRM effectively.

GDX360 has CRM-like capabilities: you use it to create, save and modify personalized financial plans for clients. These include your client’s life goals and investment strategies, and even advanced planning information.

Delivering a highly personalized and outstanding experience to clients means stronger relationships. Let Wealthcare’s technology do the heavy lifting for you.

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Work With a Supportive Partner

Our approach combines expertise, a disciplined execution, and flexibility to meet each advisor’s needs that eases the stress of transition and creates the most successful outcomes possible.

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