Wealthcare, a technology enabled RIA that supports independent financial advisors, and a NewSpring Holding platform company, announced a new partnership for its GDX360 wealth management platform. The firm has partnered with Pontera to add held away account management to the industry’s only fully integrated goals-based planning solution. The addition elevates its technology platform for forward-thinking advisors, providing an additional tool for Wealthcare’s advisors to assist clients in meeting their life goals.
Clients increasingly ask financial advisors to provide tailored plans that include their retirement assets to achieve better outcomes. Through this partnership, Wealthcare strengthens its commitment to offering its advisors the industry-leading resources they need to scale their business, create enterprise value, and improve client outcomes. Wealthcare’s advisors grow at 3-4 times the industry average, and these additions will help to increase that growth.
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Pontera (formerly FeeX) provides the critical link to enable advisors to manage and trade 401(k) and other retirement accounts. This gives Wealthcare’s advisors a more complete picture of an investor’s financial landscape, enabling a more coordinated asset management strategy.
“Helping our advisors to grow and serve their clients is of the utmost importance to our team and we are always looking for partnerships that allow us to help advisors meet those goals,” said Matt Regan, President of Wealthcare. “Pontera delivers tools and resources they needed to offer state-of-the-art financial planning to clients.”
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“Pontera is dedicated to helping individuals reach better outcomes by enabling management across their entire portfolio, including their retirement accounts,” said David Goldman, Pontera’s Chief Business Officer. “Understanding personal goals is an important part of the relationship between advisors and their clients, and this partnership allows Wealthcare’s advisors to more directly support their clients in reaching their goals.”
In addition to offering advisors vital tech solutions for their business, Wealthcare also places a heavy emphasis on working with independent advisors on growing their practices and creating true enterprise value. Mr. Regan has been instrumental in helping advisors through this process as he and his team share their own experience and provide guidance.
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