Why Wealthcare

Fiduciary Compliance

What does fiduciary compliance mean for financial advisors?

The spirit of the fiduciary rule is here to stay, in one way or another. Clients today are informed and expect their financial advisor to act in their best interests. The GDX360 platform promotes fiduciary responsibility and strengthens compliance. It puts your client’s best interests first.

Contact us to learn more about how GDX360 can strengthen your fiduciary compliance.

Being a fiduciary means financial advisors follow a clearer path

Being a fiduciary means financial advisors follow a clearer path

Investopedia says a fiduciary “is a person who acts on behalf of another person, or persons to manage assets and…act in the other’s best interests.”

It’s not enough to say you’re a fiduciary; you’ll need to demonstrate it. GDX360 provides you with a fiduciary platform that shows you’re acting in the best interests of your clients.

Get started on improving fiduciary compliance for your practice.

GDX360 follows a fiduciary process to use with clients

GDX360 follows a fiduciary process to use with clients

The GDX360 platform promotes fiduciary responsibility and strengthens compliance. You’ll have an open conversation about the client’s life goals, and then choose investments relative to your client’s goals.

You can also work with clients to set investment policy guidelines. This documents your client’s wishes regarding portfolio management. Communication and a transparent, well-documented process are the foundation of effective fiduciary compliance.

Enhance your fiduciary compliance and improve client relationships.

GDX360 facilitates stronger fiduciary standards

GDX360 facilitates stronger fiduciary standards

Clients are savvy. They expect an advisor to act in their best interests.

Using GDX360 to align your client’s life goals and investment strategy shows that you follow a goals-based process that puts your clients, and their goals, first. That’s how you demonstrate that you’re acting in their best interests.

Isn’t that how it’s supposed to be?

Bring a fiduciary standard to your practice.

Financial advisors can use GDX360 to demonstrate fiduciary responsibility

Financial advisors can use GDX360 to demonstrate fiduciary responsibility

Being a fiduciary means more than just saying it. You need to show clients proof of concept.

GDX360 offers a fiduciary process rooted in focusing on what matters most to clients – their goals. Goals drive investments and risk, not the other way around. After you capture your client’s goals, you then choose investments that meet the client’s investment preferences.

Meet client demand to show fiduciary responsibility with GDX360.

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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