Solutions

Whether you are a new adviser or an established firm, we have a proven track record that will benefit your business.

A Partnership Dedicated to Your Business

Our success is your success.

We offer solutions that will drastically change your practice. No matter what stage you’re in, ChangePath technology and practice management solutions can fit into your business processes, alleviate growing pains, and put you on your desired trajectory.

Our Service Offerings

At ChangePath, we are passionate about our purpose, our people and our partners. We deliver the tools needed to make business boom while simultaneously streamlining operations for our IAR and RIA partners.

Adviser
Services Support
Eliminate time consuming tasks related to reconciling data, calculating fees, and producing performance reports. Our back office and Adviser Services team reduce overhead and allow for more efficiencies to scale your business.
Adviser
Platform Tools
Our integrated, purpose-built technology platform provides a holistic solution that will assist you throughout each stage of wealth management life cycle, available 24/7 through cloud access.

Adviser Dashboard, Customer Relationship Management (CRM) System, Adviser “on-the-fly” Reporting, Global Reports, Client Portal & Phone App, Document Vault

Practice Management
Mergers &
Acquisitions
Whether you are looking to sell or looking to grow by acquisition, ChangePath can be a powerful partner. With our consolidated infrastructure, professional management, and investment solutions, we offer a successful inorganic growth strategy to merge and acquire clients and employees. At the end of the day, our service model ensures an efficient integration across firms, and the focus of client well-being remains the highest priority.
Prospect &
Client Engagement
ChangePath offloads hours of time each week spent behind a computer. We believe those hours are best spent meeting clients & building relationships. Our marketing offering is comprehensive, and our hope is that your new time allocation allows you to market, generate leads and referrals, and increase client engagement.
Growth
Adviser Growth
& Development
You have chosen to be a part of ChangePath, and that is a sign to us that you are committed to growing yourself as an adviser and your practice as a whole. We spend time with our advisers to establish and meet goals plus expectations. Through individual meetings, group trainings, and educational events, we spend time with our advisers to better understand their business and any barriers to growth. We help establish a plan and execute a path for success.
Case
Design
Whether you are a one-person shop or have a staff, our client service team trains and supports your efforts on a continued basis.
Service & Support
Financial
Planning
Our Case Design team is a great resource to our advisers, whether new or experienced in the financial services industry. There is a process surrounding case design, which allows our advisers to leverage this solution to the extent of their needs and the needs of their clients.
Investment
Solutions
The ChangePath investment committee performs extensive due diligence to decide what money managers are available on the platform. The list of solutions is dynamic, meaning that we are constantly re-evaluating the selection and including what we consider to be the best options.
Financial Planning

Make the Move

Transitions are tough. When you work with ChangePath, you’re choosing a firm that will be with you every step of the way. We will create a transition plan that is right for you. Experience a streamlined move to ChangePath with your dedicated support specialist.

Click to learn more about our transition road map.

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