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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.
Highlights of Comfort Zone
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.
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.
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.
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
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
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.