The GDX360 Difference

GDX360 Process

GDX360 brings together goals-based planning and investing

 

Two key activities. One integrated process. A different advisor-client experience.

Wealthcare’s GDX360 connects your client's financial plan to their life goals

Wealthcare’s GDX360 connects your client's financial plan to their life goals

Imagine having the ability to build a personalized financial plan with investment strategies that align with each client’s life goals.

Enter Wealthcare’s GDX360.

It’s an interactive and investor-friendly process that starts with an open, refreshing conversation. The conversation uncovers what matters most to your clients – their life goals. Now that you’ve outlined a client’s goals, the process then moves to choosing an investment strategy.

By connecting planning with investments, Wealthcare helps you put your client’s best interests first.

Many financial plans are worthless

They are created based on responses to a static survey and designed to instill confidence in a client’s retirement. They are evaluated quarterly and when the markets move. They don’t reflect real life.

Financial planning that goes beyond traditional tactics

Financial planning that goes beyond traditional tactics

At Wealthcare, we believe that financial planning must go beyond traditional tactics. Advisors can no longer use static risk scores and cut-and-dry confidence metrics to win the affection of clients. That’s why we pioneered GDX360, our goals-based wealth management platform.

It goes beyond the typical financial planning platform by giving clients a new, different and most importantly, personalized experience.

Combining financial planning and investment management is good business for advisors

Combining financial planning and investment management is good business for advisors

Wealthcare’s GDX360 platform integrates financial planning and investment management. We do this in a single, powerful approach that creates ongoing, meaningful experiences for clients.

By doing so, you can build longer-lasting, more mutually beneficial relationships with clients than if you just manage their investments.

Transform financial planning into a dynamic fiduciary process

Transform financial planning into a dynamic fiduciary process

With GDX360, you can transform financial planning into a dynamic fiduciary process. You can build plans that have the flexibility to adjust to reflect the realities of life. Plans that give clients a clear picture of their financial health.

Comfort Zone is at the heart of Wealthcare’s financial planning approach. It’s a powerful, visual tool that enables advisors to map and track client goals.

Comfort Zone shows the likelihood of a client exceeding goals for retirement, college savings, charitable giving, or any other life goals that matter.

Financial planning built for life

Financial planning built for life

Wealthcare’s approach goes beyond the tenants of conventional financial planning. It gives clients a clear, relevant picture of how they are positioned relative to meeting their goals. When you create financial plans following our GDX360 process, you’ll gain higher-level insight and greater oversight across your client base.

For advisors, GDX360 synchronizes each client’s goals, dreams, and investments

For advisors, GDX360 synchronizes each client’s goals, dreams, and investments

GDX360 gives you a way of synchronizing a client’s investments with their life goals and dreams. Our patented Comfort Zone concept brings this to life, and illustrates the power of this approach. Your client’s personalized financial plan is a living and actionable roadmap for their current and future life experiences.

Choose investments based on what your client values most

Choose investments based on what your client values most

Advisors can choose an investment strategy relative to what clients value most – their life goals.  All of your client plans can be updated on demand to capture changing market conditions. GDX360 recalculates each client’s Comfort Zone simultaneously and indicates when decisions may be needed to get clients back on track.

A client may become underfunded and need to adjust their risk level, savings, or life goals. Alternatively, a client may become over-funded, opening the possibility of a bonus vacation, larger goals, or adding new goals.

Either way, GDX360 can provide you and your clients with lifetime guidance. This helps clients keep on track with life goals while making the most of their life.

GDX360 provides a comprehensive investment framework for clients

GDX360 provides a comprehensive investment framework for clients

GDX360 provides advisors and clients with a professionally-managed, multi-strategy investment program. Multi-strategy portfolios offer numerous sources of potential return, and improve risk-reward profiles relative to less diversified approaches.

We monitor the portfolio on an ongoing basis and make adjustments to stay on track with client goals as the markets evolve, and your client’s life situation changes.

Overview of GDX360 investment principles:

Diversification

Uses multiple asset classes, strategies and managers.

Goal-Based Asset Allocation

Different asset mixes from which to choose depending on each client’s asset class preferences, investment objective, and tolerance for risk.

Multi-Manager Portfolio Construction

Includes multiple managers, where feasible, in each asset class. This provides numerous sources of return and diversifies manager-specific risk.

Manager Monitoring and Risk Management

Evolving risk characteristics of managers are monitored on an ongoing basis. Each client’s manager portfolio is adjusted as needed to keep the client’s investment objectives and selection criteria aligned.

Disciplined Rebalancing

Accounts across each household are rebalanced as needed to maintain intended allocations. This keeps portfolios on target with investment objectives.

Household-Level Tax Management

Advanced tax strategies including asset location, deferring gains, managing the holding period, tax-loss harvesting, managing tax lots, and wash sale sensitivity.

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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