ChangePath

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

 

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Description

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.

Products
  • Financial Planning
  • Investments
  • Retirement Planning
  • ETF's
  • Corporate IRA
  • Recommendations

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