GDX360 Is a Goals-Based Differentiator for Financial Advisors
GDX360 is a goals-based wealth management platform that synchronizes financial planning, investment strategies, goals-driven advice, operations, and compliance. It’s a seamless, dynamic experience that can help grow and scale an advisor’s business.
The GDX360 platform frees up your time – time you can use to build your business.
GDX360 platform synchronizes planning and investing
Imagine having the ability to build a comprehensive financial plan for clients with investment strategies that actually align with their goals. Our GDX360 platform does just that. Its client-friendly process starts with an open conversation that uncovers what matters most to clients – their life goals.
Next, advisors and clients work together to choose an appropriate investment strategy. By synchronizing planning with investments, GDX360 helps you put your client’s best interests first.
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Comfort Zone is a visually-stunning dashboard for tracking client goals
The GDX360 process is powered by our patented Comfort Zone, a powerful investor dashboard that is a visual illustration of a client’s goals progress. Each client’s unique Comfort Zone is created through Monte Carlo simulations. GDX360 gives advisors an at-a-glance view of all of their clients and their Comfort Numbers.
Prioritize who to call, and what to talk about. It also gives advisors ideas to discuss with clients if course-correcting action is needed.
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GDX360 provides investment policy tools that strengthen compliance and promote fiduciary responsibility
In GDX360, you can create an Investment Policy Ticket (IPT) for each household. This documents what your client wants when it comes to portfolio management. It may also help shield you from suitability and discretionary-related claims. With GDX360, you and your clients have the opportunity to work together to create and update the IPT as life goals and circumstances change.
Rigorous investment policy processes in GDX360 help put you and your clients on the same page.
Learn MoreGDX360 aligns life goals with investment strategies
Synchronize a client’s investments with the life goals outlined in their personalized financial plan. It provides you and your clients with a professionally-managed, multi-strategy investment program.
GDX360 offers advisors different ways of generating alpha
Wouldn’t it be great if you could generate added value for your clients and scale your business at the same time? Well, you can.
GDX360 gives you two pieces of low-hanging fruit designed to add ongoing value by helping clients keep more of what they earn:
- Household-level portfolio management & asset location strategies to reduce transactions costs and taxes
- Tax-efficient withdrawal strategies to reduce taxes
With GDX360, you can overcome the challenge that these strategies are highly customized to each client’s situation and often difficult to scale.
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What makes GDX360’s portfolio rebalancing different
Many advisors and firms rebalance portfolios at the account level.
Wealthcare’s TRACM® system primarily does portfolio rebalancing at the household level.
Household-level portfolio rebalancing allows us to look across an entire client’s household in an effort to determine the most cost-effective way to rebalance when necessary. This gives us greater flexibility with trading and rebalancing and can lower trading costs and reduce tax impact.
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How GDX360 can improve your client’s tax efficiency
GDX360 focuses on reducing trading costs, fees and taxes. We recommend using household-level trading and rebalancing and advanced tax strategies in our proprietary TRACM system in an effort to improve after-tax returns. Three smart tax features in GDX360:
(1) Asset location
(2) Tax-loss harvesting
(3) Tax efficient withdrawal strategies
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