At Wealthcare we’re committed to helping our advisors achieve the vision

they have for their practices.

With our support, we enable you to stand out from the competition, grow your practice, and deliver an outstanding client experience. Partnerships and integrations are a big part of any successful growth strategy and we believe we have partnered with some of the best.

These offerings assist us in our mission to support your practice so that you can continue strengthening your relationships with clients, service their financial needs, and communicate the benefits of your partnership with Wealthcare.

EXTERNAL PARTNERS

FICA® for Advisors offers a high-yield cash account solution to attract held-away cash and provide additional value to our WCAP clients. FICA is administered by StoneCastle Cash Management, LLC, a firm that has been providing insured cash solutions to Fortune 500 companies, family offices, and other institutions for more than a decade. This institutional expertise is available to you and your clients.

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HealthView Services is the nation’s leading provider of healthcare cost-projection software to financial services firms and advisors. The firm’s suite of tools is designed to help current and future retirees and advisors develop financial plans that incorporate retirement healthcare costs.

Contact Corey Dylengoski or visit the HealthView website for more information.

Counsel Trust Company is an independently owned, fiduciary, non-depository trust company….established to provide corporate trustee services to outside investment advisory, accounting, and legal firms.

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DPL Financial Partners is an insurance network for RIAs, providing easy access to low-cost, commission-free insurance products. In addition to their products, they provide expert advice and education so fiduciary, Fee-Only advisors can leverage the benefits of these products for their clients.

DPL is currently not available to LPL Hybrid Advisors/Clients.

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BizEquity is the world’s leading and only patented online business valuation service. Provide your clients with a Business Valuation Report that details key metrics to their business’ value and gives an in-depth view of their financial position.

Contact Jason Early or visit the BizEquity website to learn more.

A complete, simple, and affordable Estate Planning solution for your clients without a complex Estate which enables you to provide the level of support that best matches your advisement style.

Contact Andres Mazabel, visit their website, or create a login for their advisor portal to learn more.

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Using advanced OCR technology, Holistiplan reads an entire tax return and creates a customized, white-labeled tax report complete with relevant observations in just seconds. The same OCR technology also pre-fills a scenario analysis screen allowing advisors to immediately identify key income breakpoints for tax planning opportunities like ROTH conversions, tax-efficient withdrawals, charitable giving, and much more. Holistiplan also integrates with Redtail and Wealthbox.

Watch Russ Thornton demo how he uses Holistiplan with his clients.

Visit the Holistiplan website to learn more or click here for an information sheet.

The Opportunity Zone provision grew from a desire to drive investment in high-potential communities across the United States through a more effective economic inventive program than those previously available to private investors.

To learn more about Wealthcare’s Opportunity Zone contact investmentconsulting@wealthcarecapital.com.

Educational Brochure

Model FA is a coaching program for entrepreneurial financial advisors to help them get in front of more clients, focus on growth in every area of their business, and reach the next level of scale.

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Pontera makes it possible for Wealthcare advisors to actively manage 401ks and other held away accounts. The Pontera solution empowers advisors to offer comprehensive, holistic services to their end clients by enabling held-away account management and trading. Pontera also partners with Orion to give our Orion users visibility into the held away assets managed through the Pontera platform.

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Healthpilot provides an easy-to-use online platform for clients to find and enroll in Medicare plans with recommendations that are tailored for their needs. Using proprietary technology, the platform accurately estimates a person’s healthcare expenses and accommodates their doctors, medications, and other key attributes. Healthpilot then recommends the best Medicare plan available from all the options the platform offers and lets people enroll, all in as little as 15 minutes. With such a powerful platform, Healthpilot has transformed the experience of finding a Medicare plan by making it easy for everyone.

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Wealthcare’s fintech marketing platform that utilizes artificial intelligence to drive prospect and client engagement. Clout allows you to distribute content through email and social media. From DYI to turnkey, Clout can support you at any stage of your digital marketing strategy.

For more information contact Shantese.

A Housing Wealth solution that is hidden in plain sight, available through responsible access to the equity in your client’s home.

The Home Equity Conversion Mortgage (HECM) and the 55+ Specialty Reverse Mortgage could be one of the most misunderstood and underutilized resources available to your clients. A unique financial tool for your retirement age clients is becoming the go-to solution for financial advisors to solve challenges and improve outcomes for mass affluent and higher net worth clients.

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The Constance Contingent Deferred Annuity offers client’s an income for life solution without all the constraints and costs of a traditional variable annuity with living benefits. Best of all, the underlying investments are implements with either the Wealthcare Constance Pure Gamma or the Constance Resilient model.

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Starting a conversation about charitable goals can be a positive way for different generations to connect on what matters most to them.

TIFIN Give, is a no-minimum digital Donor Advised Fund platform that allows your clients to create a family tree where they can allocate giving allowances to family members. TIFIN Give’s platform is designed to help your clients have meaningful conversations and enjoy tax benefits.

If you are interested in learning more about this platform contact Jamie Fairbanks.

Consider it Done (CID) is a Virtual Admin service that can work with Wealthcare Advisors to free up your time to do what you do best….revenue generating, client facing activities. CID admins are available at a rate of $75/hour with a minimum of 5 hours a month and charged against your P&L. All tasks are assigned through your CRM.

Contact Alicia for more information.

QUODD provides a market data workstation designed for wealth managers called Equity+. The solution provides real-time stock quotes, news, charting, research, and other essential market data. The workstation is also Internet-based and can be accessed remotely from any device be it a laptop, PC, tablet, or phone.

Since QUODD Financial is a FINANCEWARE company, Equity+ is being offered to all Wealthcare advisors at a deeply discounted price.

Contact Vince Barnes 845-673-6260 for more information.

INTERGRATIONS

Yodlee is an account aggregation service that allows clients to link accounts from other institutions to GDX360® so you and your client will see all of their accounts in one place. We have integrated Yodlee as an add-on to the client portal. This will allow your clients to link their held-away assets to provide an automated data feed to help you keep account balances up to date. This will reduce the amount of manual activity and provide a more accurate plan because the accounts, and ultimately the plan, will be up to date.

For more information on Yodlee, contact Alicia

Quick Reference Guide

This single direction integration will allow you to create client households in REDTAIL and import them directly into GDX360 reducing the redundancy of having to create a client household in both systems. This is also a more efficient way of converting a prospect to a client.

Quick Reference Guide

Performance data on demand!

Orion allows advisors to view household, registration, and account-level data and statistics at any time and also run on-demand performance reports.

The cost of this integration is $10/year per Active Managed Account, billed quarterly with a minimum of $250.00/year.

Contact Alicia to get started.

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This two-way CRM integration will allow you to create client households in Wealthbox and import them directly into GDX360 or initiate a contact lookup in GDX360 and send to Wealthbox reducing the redundancy of having to create a client household in both systems. Wealthbox offers a discount to Wealthcare Advisors. To apply the discount to your account, request the “Wealthcare Capital” discount of 10% for 1-year from the Wealthbox support link after logging in to their site. Contact the Wealthcare support team to turn on the integration for you in GDX360.

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WEALTHCARE TEAMS

PLANNING

The Wealthcare Planning team offers an all-encompassing dedicated service model to support advisors’ practices throughout plan creation, review, implementation, and ongoing monitoring.

Planning services include:

• financial plan design and review for clients and prospects

• ongoing monitoring and support for existing planning clients

Contact Planning for pricing or to get started.

OPERATIONS

Are you spending time on tasks that keep your business running but not growing? As a Wealthcare advisor and business owner, you can utilize WealthcareGDX to outsource day-to-day operations to optimize your business. Delegate those time-consuming back-office tasks to our skilled team of professionals, so you can work on your business and not in your business.

Contact Brandy for more information or to get started.

Operational Service Sheet

INVESTMENT CONSULTING

We offer a wide range of investment choices to advisors and their clients with our 500+ investment strategies. While risk level often needs to change over the course of a plan, our goal is to help you select a strategy that puts the client’s investments within the context of their goals and financial plan.

Wealthcare’s investment consulting team is here to help! We have a consultative process in place through which you can leverage our expertise to help you further deﬁne the investment strategy and prepare investment proposals for client/prospect meetings. To learn more about the services we provide, contact us at investmentconsulting@wealthcarecapital.com.

MARKETING

With Wealthcare, advisors are equipped and empowered with the tools they need to build their market footprint. Marketing guides advisors in building their brand and telling a compelling story. Looking for a fresh start? Our marketing team can assist with a full rebrand, including new logos, brand style, and messaging. If you’re looking to add to your current materials, we can deliver tactical pieces, including marketing pitches, client-facing content, email campaigns, and custom branded promotional material. Either way, our marketing team provides professional, creative services that help you build your brand and a marketing strategy.

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PRACTICE MANAGEMENT

Build Your Brand

Your brand identity articulates to the world who you are, what you value, and how you communicate your service standards to potential clients. Your brand identity is the personality of your business. If you don’t build your brand, your customers, competitors, and the market will do it for you.

Interactive Guide

Practice Management

The Practice Management Guide is an interactive PDF created to assist you in optimizing, branding, marketing, and building your business. It is a suite of downloadable templates, useful tips, actionable strategies, best practices, and other valuable resources.

Interactive Guide

Succession, Continuity and Recruiting

You protect your clients for the “What-If’s” in life by having a GDX360® plan……have you taken the time to put a plan in place for your business to protect you, your clients, and your family? The attached guide addresses Wealthcare’s plan for advisor recruiting and continuity and succession planning.

Interactive Guide

Not all partnerships are available to all parties

Advisor Services

EXTERNAL PARTNERS

INTERGRATIONS

WEALTHCARE TEAMS

PLANNING

OPERATIONS

INVESTMENT CONSULTING

MARKETING

PRACTICE MANAGEMENT

Build Your Brand

Practice Management

Succession, Continuity and Recruiting