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The Wealthcare Experience
Wealthcare Partners with Some of the Best Tech Firms in the Industry
At Wealthcare, our reputation speaks for itself. That’s why many of the industry’s top technology partners have aligned with us to offer their platforms and services to advisors.
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.
These offerings assist us in our mission to support advisor’s practices so that you can continue strengthening their relationships with clients, service their financial needs, and communicate the benefits of your partnership with Wealthcare.
StoneCastle Cash Management LLC
FICA® for Advisors offers a high-yield cash account solution to attract held-away cash and provide additional value to our WCM clients. FICA is administered by StoneCastle Cash Management, LLC, a firm providing insured cash solutions to Fortune 500 companies, family offices, and other institutions for more than a decade. This institutional expertise is available to you and your clients. Visit the stonecastle.com website for more information.
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 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 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.
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 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 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 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 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.
Advise Simply is a Virtual Admin service solution to help improve the efficiency of financial advisors. Whether you need a helping hand or all hands on deck, Advise Simply can accommodate your firm’s needs. Visit the AdviseSimply website for more information.
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 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 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 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’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.
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 Clout, a marketing fintech platform that utilizes artificial intelligence to drive prospect and client engagement. Clout will allow advisors to distribute content easily and effectively through email and social media. From DIY to turnkey service, Clout can support you at any stage of your digital marketing strategy. Visit the TIFIN Clout site for more details.
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’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.