Elevate the client experience with a stunning visual tool that sparks inspiration and conversation

Envisioning a clear path to reaching our goals can be daunting. Wealthcare’s patented Comfort Zone® is a stunning virtual display that provides a tangible roadmap that maps and tracks a client’s life goals and dreams against their assets and investments.

How Advisors Maximize Comfort Zone

Advisors begin by having a conversation with clients about what they value most – their life goals. From there, advisors choose an investment strategy relative to those goals and develop a plan that can be updated on-demand to capture changing market conditions.

Comfort Zone then provides each client an interactive, visual representation of how they’re tracking toward the goals they’ve established. It shows the likelihood of a client exceeding goals for retirement, college savings, charitable giving, or other life goals.

With GDX360 and Comfort Zone, advisors can prioritize conversations with clients…one that is forward-looking and concentrated on helping them stay on track to reach their goals.

Highlights of Comfort Zone

Goals are not fixed data points.

Goals are not fixed data points.

As your client’s life goals and circumstances change, their personalized comfort zone will too.

It enables clients to define “Ideal” and “Acceptable” levels for their goals.

It enables clients to define “Ideal” and “Acceptable” levels for their goals.

These represent what they want, “Ideal,” compared to what they’ll accept, “Acceptable.”

Each client’s personalized Comfort Zone is created through Monte Carlo simulations.

Each client’s personalized Comfort Zone is created through Monte Carlo simulations.

GDX360’s process simulates 1,000 lifetimes under various market conditions to find a plan with a Comfort Score that ranges from 75-to 90, a “sweet spot” range that shows a client is on track toward their goals.

For Advisors

At-a-glance the advisor view

At-a-glance the advisor view

This view shows clients who have fallen out of their Comfort Zone, making it easy to prioritize conversations.

View actions needed

View actions needed

When reviewing a client’s plan, you’ll also see ideas to consider if actions are needed to help clients get back into their Comfort Zone.

A meaningful, powerful experience

A meaningful, powerful experience

With GDX360 and the Comfort Zone approach, you’ll provide clients with a meaningful, powerful experience that resonates beyond their assets and focuses on their dreams for the future.

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