Why Wealthcare

Client Relationship Management

Wealthcare can help you build a scalable, efficient client relationship management process

Have a CRM program in place? Great! We can help you get more out of it. Looking to bring CRM technology to your practice? Fantastic. We can help you pick the right tools to merge into your practice.

Wealthcare offers easy API integration between some CRM systems and our GDX360 platform.

 

GDX360 offers an easy connection to CRM systems

GDX360 offers an easy connection to CRM systems

Data is only as good as your ability to interpret it and act upon it. 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.

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

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

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.

If you’re not talking to your clients, someone else is. Bridge that communications gap by providing personalized, targeted content to clients.

Content they’ll appreciate and want to read.

Ways To Work With Us:

Join our RIA

Join our RIA

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Open your own RIA

Open your own RIA

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Stay with your RIA

Stay with your RIA

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Join our hybrid RIA

Join our hybrid RIA

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