Wealthcare Introduces Significant Modifications To Its Patended Comfort Zone

The new Digital Dashboard will assist financial advisers in improving the customer experience.

Fremont, CA: Wealthcare developed its initial goals-based planning and investment technique over 20 years ago and currently maintains 12 patents on its established goals management procedure. Wealthcare's strategy, powered by its unique Comfort Zone, includes innovative, tailored experiences and step-by-step tools that foster stronger connections between advisors and investors. In addition, Wealthcare enables firms and advisors to become autonomous and develop their advisory businesses by offering GDX360®, Wealthcare's proven fiduciary process that integrates planning, investing, and trading, as well as a comprehensive suite of practice-management services.

"With the ongoing economic volatility, showing clients their financial comfort zone is more critical than ever," says Matt Regan, President of Wealthcare - "Our sophisticated yet user-friendly platform helps advisors elevate conversations beyond numbers and build trust more quickly with clients. The Comfort Zone and its ability to communicate advanced financial planning concepts help advisors have open conversations and prioritize financial topics, ultimately differentiating them from the competition with an unmatched client experience."

Wealthcare Capital Management LLC has launched an enhanced version of its Comfort Zone® technology, which provides financial advisers with a digital dashboard that lets clients see and prepare for their futures dynamically and simply.

Since its conception, the Comfort Zone has grown from an analytic tool to an intuitive, aesthetically attractive planning technique. The revised platform integrates analytics and status reports into the latest technological dashboard to give an easy-to-understand visual overview of how a client is tracking toward their financial and personal objectives, transforming abstract notions into tangible and measurable concepts.

Regan adds: "With Wealthcare's GDX360 and Comfort Zone, our goal is not to measure financial success with laser precision. It's about balancing saving and spending so that your clients can plan for tomorrow and live for today. By determining a comfortable range of possible outcomes between 'ideal' and 'acceptable,' and staying within that range, advisors can have confidence that whatever happens in the world – politically, legislatively, economically – they can offer clients advice on which adjustments are necessary to ensure they always remain within their comfort zone."

The interactive planning experience provided by Comfort Zone, complete with step-by-step tools, allows customers to understand how their financial actions relate to their goals and enable them to take a more active role in their financial journey. GDX360®, Wealthcare's values-based, goal-driven experience model, and Comfort Zone work together to help advisors create deeper connections, optimize client loyalty, build new business, and expand as they grow.

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