Solution introduction
12 owned patents, 2 synchronized processes, 1 innovative goals-driven experience
Join advisors nationwide who power their practice with GDX360
Power your practice with GDX360®
The original goals-based wealth management platform
Our patented technology allows advisors to help make their clients’ life goals a reality by connecting their investments to their aspirational dreams and priorities.
Comfort Zone® “Where’s My Dot?” monitoring manages future confidence to help exceed life goals while avoiding excessive risk and lifestyle sacrifice. This approach transforms advisor-client conversations to focus more on life goals than market performance.
A history of innovation
When we originally released GDX360 in 1999, this goals-based planning revolution was the first online Monte Carlo Simulation engine for financial professionals. This innovation is captured in a patented 6-step planning process.
