ChangePath
Address: 11460 Tomahawk Creek Parkway, Suite 100, Leawood
Address: Kansas, 66211, United States
Telephone: 888-798-2360
Website: Visit Website
Opening Hours: Monday-Thursday: 8am-5pm, Friday: 8am-4pm
Find Us On: Facebook.com Twitter.com
ChangePath is the first-to-market, integrated investment management platform that systematically integrates annuities into client portfolios alongside investments. The technology platform provides a unified management household approach to traditional and non-traditional asset management with statistically backed client recommendations, unprecedented access to offerings with lower fees, and automation of non-revenue-driving activities.ChangePath does so by absorbing tasks like billing, reconciliation, proposal generation and identifying cross-selling opportunities, while providing advisors access to institutional-caliber portfolio management.With ChangePath, advisors experience:DOL-process-friendly annuities and investment integration.Statistically backed client recommendations.Unprecedented access to institutional caliber portfolio management.Offerings with lower fees.Automation of non-revenue driving activities.Every day, ChangePath's expansive network of investment advisors and investment advisor representatives leverage ChangePath's turnkey asset management platform to utilize cutting-edge tools and solutions that help promote fiduciary compliance, while enabling scalability.
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Leawood
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