A Goals-Based Differentiator for Advisors that Synchronizes Planning and Investing

Today’s investor is informed, tech-forward, and demanding. Conventional financial planning methods no longer serve as a differentiator in a competitive, consolidating market where margins are shrinking.

Enter GDX360®, our goals-based wealth management platform that synchronizes financial planning, investment strategies, goals-driven advice, operations, and compliance. It’s a seamless, dynamic experience that can help grow and scale an advisor’s business.

How GDX360 Works

How GDX360 Works

Imagine having the ability to build a comprehensive financial plan for clients with investment strategies that actually align with their goals. Our GDX360 platform does just that while creating a personal client experience that enhances your relationships and inspires collaboration. Here’s how it works.

  1. It’s a client-friendly process that starts with an open conversation that uncovers what matters most to clients – their life goals.
  2. Next, advisors and clients work together to choose an appropriate investment strategy. By synchronizing planning with investments, GDX360 helps you put your client’s best interests first.
  3. Our patented Comfort Zone® concept then brings their roadmap to life and illustrates the power of this approach. Your client’s personalized financial plan is a living and actionable plan for their current and future life experiences.
  4. Ongoing monitoring shows advisors when clients fall out of their Comfort Zone and when opportunities arise to add a new goal. GDX360 helps keep clients on track with life goals while making the most of their life.

Clarity and results are key – especially in today’s skeptical world.

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, a platform that serves clients throughout their lifetime and empowers advisors to maximize technology to help grow their business.

Your business, your way.

Wealthcare offers a variety of ways to partner with us that fits your business needs and align with your vision of a successful future.

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