Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

WealthcareGDX

Wealthcare reimagined the entire advisory experience from the investor’s point of view. The result is GDX360™ —the first goals-driven experience platform for today’s inspired advisor.

Powered by Wealthcare’s patented Comfort Zone®, its approach features unique, immersive experiences that promote deeper relationships between advisors and investors. GDX360™ provides an industry-leading fiduciary process for advisors, and cost and tax management services that put clients first.

Wealthcare
  • Financial Planning
  • Goals-Based Investment Strategy
  • Trading
  • Monitoring
  • Rebalancing
  • Tax Strategies
  • Portfolio Management
Wealthcare

Companies that integrate with GDX360

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

No partnership categories yet.

Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Wealthcare

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.