Partner with Wealthcare to add your firm's branded collateral to GDX360
Give your advisors the ability to show clients firm-branded materials by uploading your marketing collateral to GDX360.
Does your RIA or investment firm have its own models? Great! Add these models and supporting collateral to GDX360. Either way, for an additional fee, you can partner with us to deliver branded content to your clients.
Contact us if you want to offer your advisors branded materials and an integrated goals-based planning and investing platform.
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GDX360 synchronizes goals-based planning and investing
Goals-driven advice. Integrated planning and investing. A scalable, efficient advisory business model. And a personalized, innovative client wealth experience.
Get it all with GDX360.
Wealthcare’s GDX360 centers on an innovative and client-friendly process that starts with an open, refreshing conversation. The conversation uncovers what matters most to your advisor’s clients – their life goals. The discussion begins before choosing an appropriate investment strategy.
By connecting life goal planning with investments, Wealthcare can help your advisors put their client’s best interests first.
Comfort Zone is an investor dashboard that gives a firm’s financial advisors a dynamic edge
Wealthcare’s patented Comfort Zone is a dynamic monitoring system for a firm’s advisors and their clients. Comfort Zone is a stunning visual display of each client’s progress toward their goals. Clients love this powerful virtual experience that illustrates their life goals, dreams, assets and more.
Each client’s unique Comfort Zone is created through Monte Carlo simulations, which works to find a plan with a Comfort Score that ranges from 75-90.
Why this score? This is the sweet spot, where we believe your client won’t be underfunded when it comes to their life goals, and on the other hand, won’t be sacrificing needlessly.
Investment policy tools that strengthen compliance and promote fiduciary responsibility of advisors
GDX360 provides your firm’s advisors with a strategic roadmap to managing the client’s portfolio. By using GDX360, a firm’s advisors can create an Investment Policy Ticket (IPT) for each client household. This captures the client’s intentions regarding portfolio management.
A goals-driven investment policy framework helps clients stay on track in pursuing their life goals. Using an IPT provides clarity in getting advisors and clients on the same page. It can also help shield a firm and advisor from suitability and discretionary-related claims.
A wide range of investment choices that help your advisors align a client’s goals with an investment strategy
Goals-based investment strategies are the cornerstone of Wealthcare’s investment process. GDX360 aligns each client’s life goals with an appropriate, suitable investment strategy.
A firm’s advisors align a client’s goals with one of Wealthcare’s professionally-managed, multi-strategy investment programs. And through our ADVISOR360 program, RIAs can include their own investment models in GDX360 for use with clients.
This gives advisors and clients even more choice and flexibility beyond the 49 programs and 490 portfolios Wealthcare offers.
Access GDX360 to give your advisors the ability to generate advisor alpha for clients
Clients choose an advisor for a variety of reasons. They stay because the advisor provides ongoing value with a personalized experience. After all, it’s not what clients earn (returns), it’s what they keep (after-tax wealth).
Research by Morningstar1 shows that a firm’s advisors can use two pieces of low-hanging fruit to help clients keep more of what they earn:
- Household-level portfolio management & tax-smart asset location strategies to reduce transaction costs and taxes
- Tax-efficient withdrawal strategies designed to minimize taxes
1Blanchett, Kaplan. August 2013. “Alpha, Beta and Now…Gamma” Journal of Retirement.
Rebalancing client portfolios is easy for firms and advisors with GDX360
GDX360 uses household-level rebalancing and portfolio management to minimize trading costs, fees and taxes.
Household-level rebalancing looks across a client’s entire household to determine a cost-effective way to rebalance
How household-based portfolio management works:
- Fewer positions at inception; lower trading costs
- Use a single tax-deferred or tax-exempt account when possible to rebalance entire portfolio
- Rebalance using fewer positions, resulting in fewer trades & lower costs
- Lessen tax impact of rebalancing by not using a taxable account when possible
A simple tax-efficient strategy for advisors using household-level asset location
GDX360 can help firms and advisors reduce trading costs, fees and taxes by using our household-level portfolio management and smart, tax optimization concepts.
Three powerful features of our smart, tax-efficient GDX360 process include:
- Asset Location – putting the right assets in the right account type
- Tax Loss Harvesting – lowers a client’s overall cost basis
- Tax-Efficient Withdrawal Strategies – designed to minimize tax impact resulting from withdrawals
