Three compelling reasons:
The GDX360 platform synchronizes financial planning, investment strategies, operations, compliance, and goals-driven advice. By combining and streamlining these key advisory functions, we can help grow and scale your business. You can use GDX360 to deliver a consistent, repeatable, and scalable client experience by:
You’re an entrepreneur who’s worked long and hard to build your advisory business, and now it’s time to sell or transition your practice. When it comes to planning your succession, timing is important.
Wealthcare’s succession planning service guides you in an effort to get the most value out of your practice, while providing reassuring consistency for your clients.Learn More
While the DOL’s fiduciary rule was set aside in the courts, its spirit lives on. With the SEC drafting its own version of a fiduciary rule, advisors should consider a new rule’s potential impact on their business.
Clients today are more informed than ever and expect a financial advisor 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.Learn More
An advisor’s brand can make all the difference in growing a practice. Clients choose an advisor for a variety of reasons. They stay because the advisor provides ongoing value with a personalized experience.
Wealthcare’s creative marketing programs help you stand out in a crowded, competitive field. Our brand-building programs include:
We know that change can be scary.
It’s especially true when you’re trying to manage your practice and clients while making a transition. To alleviate the stress of transitioning to Wealthcare, we partner you with our onboarding team with proficiency across planning, investments, operations, marketing and compliance.
From account documentation to marketing collateral, and everything in between, we’ll do the heavy lifting. You can focus on what you do best: find and manage client relationships.Learn More
Operations and compliance burdens weigh on advisory businesses at every turn. This makes running your practice challenging.
Wealthcare’s GDX360 process helps remove practice management headaches like operations and compliance by streamlining functions that don’t add to the bottom line.
This leaves you more time to focus on what you do best – finding and managing client relationships.Learn More
Our investment team conducts an investment transition analysis that can provide your clients with the potential value resulting from the move to Wealthcare. Through in-depth, robust investment mapping that includes asset location, we help you illustrate the value of the transition to Wealthcare. It also includes the tax impact and investment considerations of the move.
You want to show the value of the move. We’ll help you do it.Learn More
It starts with a great conversation. By focusing on what matters most to clients – their life goals – our process deepens the bond between you and your clients.
Our patented Comfort Zone shows how clients are progressing toward their goals. This gives you a new way of connecting with clients on a regular basis and improving the advisor-client relationship.Learn More