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Welcome Kovack Advisors

To Wealthcare’s Industry-Leading, Goals-Driven Investing Platform

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Take your practice to the next level

WealthcareGDX360® is a true Goals-Driven Investing solution designed to improve client outcomes and enhance your financial advisory practice through scalable integration of investment strategy with your clients' life goals.

Investments

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  • Investment Solutions
  • Match client preferences to goals-connected, risk-managed, cost-effective investments
  • Wealthcare's institutional-quality program employs time-tested principles to provide structured investment choice and improve practive efficiency.

Advisor-As-Strategist

Advisor serves as client’s Chief Investment Advisor for key policy decisions – risk allocation, asset allocation, active risk policy – and delegates the details of implementation such as manager selection and monitoring, tax location and household rebalancing to Wealthcare.

For a deeper dive into our Investment Program, visit the Investment section

Comfort Zone®

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Our patented Comfort Zone process helps advisors make their clients’ life goals a reality by connecting their investments to their aspirational dreams and priorities.

Our interactive Comfort Zone provides alerts when goals may be at risk or there is undue sacrifice.

  • Preferences

      Our patented Comfort Zone process enables clients to make smart tradeoffs and achieve a unique personal balance using one of the Five Levers:
    • 1) Risk Allocation
    • 2) Saving Rate Pre-Retirement
    • 3) Retirement Date
    • 4) Spending in Retirement
    • 5) Legacy Goals

  • Quarterly Reporting

    Our proprietary Comfort Zone technology shows you exactly where the client is every quarter or on-demand. When life or the markets trigger a need for adjustments to your client’s plan, we give you the tools to help keep them on track.

  • Practice Efficiency

    You can leverage the expertise of our Planning Specialists who can create your plans for you.

    • Practice Efficiency

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  • WealthcareINVEST

    INVESTMENT ONLY
    Utilize our low-cost, risk-managed Advisor-as-Strategist program

  • WealthcareGDX360®

    PLANNING + INVESTING
    Experience significant integration benefits by combining financial planning & investments

    • Flexible solutions to meet your unique client and practice needs

    Ready to take your practice to the next level?

    Run a quick plan to bring your clients into the process


    or let us analyze a current investment portfolio.


    Get started now!

    For more information or to schedule a demo contact:

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    International and U.S. patents held as listed here. Other international patents pending. All rights reserved.