List of Wealthcare GDX360 Customers
Richmond, 23219, VA,
United States
Since 2010, our global team of researchers has been studying Wealthcare GDX360 customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Wealthcare GDX360 for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Wealthcare GDX360 for Portfolio and Investment Performance and Planning include: Blackshire Wealth Management, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million, Sommers Financial Management, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million, Eagle Financial Management Services, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Wealthcare GDX360, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Wealthcare GDX360 customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Blackshire Wealth Management | Banking and Financial Services | 10 | $1M | United States | Wealthcare Capital Management | Wealthcare GDX360 | Portfolio and Investment Performance and Planning | 2024 | n/a | In 2024, Blackshire Wealth Management deployed Wealthcare GDX360. The deployment leverages Wealthcare's patented GDX360 goals-driven technology to align client investments with life goals and to provide planning and investment management functionality at the firm level. Blackshire Wealth Management uses Wealthcare GDX360 for Portfolio and Investment Performance and Planning to support advisor-led client engagement and to standardize client reporting, a capability the firm explicitly references on its public website. Configuration emphasized goals-driven financial planning modules, portfolio modeling and investment management workflows, and client reporting and engagement functionality, with the Wealthcare GDX360 application serving as the centralized planning and reporting engine. Operational scope is limited to the United States, where the system is used across the firm’s advisory workflows to drive planning conversations and produce client-facing reports, and governance focused on embedding consistent planning templates and reporting cadences into advisor processes to improve client engagement and transparency. | |
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Eagle Financial Management Services | Banking and Financial Services | 10 | $1M | United States | Wealthcare Capital Management | Wealthcare GDX360 | Portfolio and Investment Performance and Planning | 2022 | n/a | In June 2022 Eagle Financial Management Services joined Wealthcare and its clients were positioned to receive Wealthcare GDX360, a goals driven planning and investment platform. Eagle Financial Management Services is based in Shreveport, Louisiana, and the acquisition integrated the firm with Wealthcare’s centralized planning and trading operations. Wealthcare GDX360 is deployed as a Portfolio and Investment Performance and Planning application delivering goals driven financial planning, portfolio modeling, performance reporting, and centralized trading workflow capabilities. The implementation aligns Eagle’s investment advisory services with Wealthcare’s planning, reporting and trading operations, consolidating client plan construction, consolidated performance statements, and trade execution management under the Wealthcare GDX360 environment. Operational scope focused on client-facing advisory workflows and advisor support, shifting client servicing and reporting into Wealthcare GDX360 to standardize planning and performance workflows. The transaction was described as integrating Eagle’s investment advisory services with Wealthcare’s planning, reporting and trading operations to improve client outcomes and advisor support, establishing governance around centralized reporting and trade operations within the acquiring firm. | |
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Sommers Financial Management | Banking and Financial Services | 10 | $1M | United States | Wealthcare Capital Management | Wealthcare GDX360 | Portfolio and Investment Performance and Planning | 2023 | n/a | In 2023 Sommers Financial Management transitioned onto Wealthcare GDX360 following its acquisition by Wealthcare, adopting the Wealthcare GDX360 Portfolio and Investment Performance and Planning platform to standardize planning and portfolio workflows. The implementation covered Sommers Financial Management offices in Scappoose Oregon and Tucson Arizona and brought the firm onto Wealthcare’s proprietary goals based planning environment to align client relationships with centralized investment operations. The deployment emphasized goals based financial planning, consolidated performance reporting, and integrated investment operations, with Wealthcare GDX360 configured to support advisor planning workflows and consolidated client reporting. Configuration work focused on embedding goals based planning models, establishing standardized performance reporting templates, and operationalizing investment operations processes to support advisor scale and consistent client delivery. Operational coverage included Sommers’ advisor teams and client servicing functions across both locations, with system use intended for ongoing financial planning, portfolio monitoring, and client reporting. The transition placed Sommers’ planning and reporting streams under Wealthcare’s operational model, enabling unified planning data and consistent investment operations across the acquired book of business. Governance shifted toward centralized Wealthcare operational control and standardized advisor workflows to support service delivery and scale, with the acquisition announced January 2023 and the platform transition positioned to give Sommers’ clients access to Wealthcare’s planning reporting and investment operations. The move explicitly aimed to improve advisor scale and service delivery while consolidating planning and portfolio management on Wealthcare GDX360. |
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