At Wealthcare, we’re committed to helping our advisors reach the vision they have for their practices.
With our support, we enable advisors to stand out from the competition, grow their practice, 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.
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 that has been 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 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 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 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.
Visi 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 to a client.
Visit the Redtail website for more information
Performance data on demand!
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 allowing advisors to immediately identify key income breakpoints for tax planning opportunities like ROTH conversions, tax-efficient withdrawals, charitable giving, and much 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 inventive program than those previously available to private investors.
To learn more about Wealthcare’s Opportunity Zone, contact firstname.lastname@example.org.
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 actively manage 401ks and other held away accounts. 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.
The companies and services provided by the companies listed on this page are separate from and are not affiliated with Wealthcare Advisory Partners.