The GDX360 Difference

Household Level Rebalancing

Portfolio rebalancing made simple for financial advisors who use GDX360

GDX360 focuses on lowering trading costs, fees and taxes using household-level rebalancing and portfolio management.

You have the possibility of fewer positions, lower trading costs, and reduced taxes.

And with this, the possibility of greater value.

Wealthcare manages portfolios at the household level

Wealthcare manages portfolios at the household level

Many firms manage portfolios at the account level. For a household with multiple accounts, account-level rebalancing requires more trades, as each account is traded to reset the account’s allocation. More trades = more costs.

Not Wealthcare. We manage portfolios at the household level. This gives us greater flexibility when it comes to trading and rebalancing because it provides us with the opportunity to lower trading costs and reduce tax impact.

With household-level portfolio management, we can look across a client’s entire household to determine a cost-effective way to rebalance. And do so while reducing the number of trades needed.

Here’s how GDX360 can do household-level portfolio management

(assumes accounts of varying tax types, compared to traditional account-level implementation)

Fewer positions at inception; lower trading implementation costs

Use tax-deferred or tax-exempt account where possible to rebalance the entire portfolio

Rebalance using fewer positions, resulting in fewer trades & lower costs

Lessen tax impact of rebalancing by NOT using a taxable account where possible

Household-level portfolio management - it's in the best interests of clients and advisors.

Household-level portfolio management - it's in the best interests of clients and advisors.

Lower fees and trading costs, combined with smart tax management processes. It’s common sense.

Makes you wonder why more firms don’t use household-level portfolio management.

It’s in your client’s best interests. And yours too.

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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