Advisors

Partner With Wealthcare

Get branded and custom versions of GDX360 for your RIA or advisory business

 

RIAs and investment firms can provide GDX360 to advisors looking for a connected planning and investment platform. Choose between an off-the-shelf version of GDX360, adding your brand style, or white-label GDX360. Whatever your firm needs, Wealthcare can help you:

​Access GDX360     |    Get GDX360 & Add Your Branding     |     White-Label GDX360

RIAs and investment firms can get quick-start access to GDX360

RIAs and investment firms can get quick-start access to GDX360

Want to get up and running with GDX360 as quickly as possible? Our plug-n-play implementation may be ideal.

This gives your advisors access to the full suite of goals-based planning and investment technology available with GDX360. Advisors can create plans for clients that capture life goals and investment strategies. It’ll also provide clients with their own unique Comfort Zone, based on plan inputs.

Looking to give your advisors an edge? Contact us to learn how GDX360 can differentiate your firm.

Learn More
We can help you add your firm's branded collateral to GDX360

We can help you add your firm's branded collateral to GDX360

Some firms want to upload their marketing collateral to show clients a consistent look. RIAs and investment firms can add their investment models and supporting collateral to GDX360. This gives advisors and clients more flexibility when choosing an investment strategy.

When Wealthcare implements GDX360 for a firm, we’ll train advisor on the full functionality of the platform, including how to access collateral.

Contact us to learn more about how to include your firm’s investment models and marketing collateral.

Learn More
Partner with Wealthcare to white-label GDX360 to showcase your established brand

Partner with Wealthcare to white-label GDX360 to showcase your established brand

Continuing to drive your firm’s brand is often a key part of the decision-making process when forming a partnership.

You’ve worked long and hard to build a strong brand, and we recognize its importance to your firm. That’s why we partner with firms to fully customize/white-label GDX360. Your brand, your collateral, your models. Your business.

Contact us to learn how we can customize GDX360 to support your brand.

Learn More

Ways To Work With Us:

Join our RIA

Join our RIA

Learn More
Open your own RIA

Open your own RIA

Learn More
Stay with your RIA

Stay with your RIA

Learn More
Join our hybrid RIA

Join our hybrid RIA

Learn More

Start a Conversation