Get GDX360 and stay with your Registered Investment Advisory practice
Not looking to join Wealthcare, but still want the GDX360 platform? We have a solution whether you’re with a state-registered or SEC registered RIA.
Get our integrated goals-driven planning and investing process, featuring household-level portfolio management.
You can also provide your clients with asset location, and other smart tax management services.
Build and enhance your RIA’s brand with Wealthcare’s creative marketing programs
Wealthcare’s marketing and brand-building programs can help you stand out in a crowded field, and include:
- Co-branded or custom marketing collateral
- Content marketing engine for sharing valuable information with clients
- Videos to reinforce the goals-driven experience with clients
Complement your RIA with Wealthcare’s practice management support services
Our practice management support services can help optimize and build your business. You can access a suite of valuable resources, including downloadable PDFs and templates, useful tips, and actionable strategies.
You’ll also have access to industry knowledge and best practices through regular advisor calls, and an advisor-driven open forum discussion group.
Navigate operational and compliance hurdles of running your RIA with Wealthcare’s assistance
Clients today are savvy and expect financial advisors to act in their best interests. The GDX360 platform does just that: it promotes fiduciary responsibility and strengthens compliance by putting a client’s best interests first. We do the heavy lifting associated with planning, investing and other time-consuming activities.
This gives you time to build your business, acquire new clients and manage relationships.
