Technology

Leverage our technology, so you can focus on what you do best – building relationships with your clients.

A Powerful Automated Platform

Save Time. Create Efficiencies. Enable Growth.

Technology is rapidly changing the financial services industry. Now more than ever, advisers must find and adopt new ways to improve themselves and their business. Using technology to manage your middle and back-office operations will maximize your time to focus on client relationships.

The ChangePath Platform

Practice Management Tools & Technology to Make You More Efficient

Technology to complement your current process, enabling you to scale and create long-term value to your business.

CRM
 
Fully-integrated CRM allows advisers and firms to effectively manage prospects and existing clients throughout the wealth management lifecycle.
Client Portal
& Mobile App
Web and mobile-based portal where clients can view accounts, holdings and performance; equipped with a document vault, allowing you and your clients to upload and store documents in a secure environment.
Client Service
Risk Profiling &
Proposal Generation
The built-in risk assessment work flow profiles your clients into suitable asset allocation models and produces customized and compliant proposals.
Model
Portfolios
Open architecture platform that supports the combination of multiple investment vehicles to create a model portfolio.
Digital Advisory
Portfolio Monitoring
& Reporting
Cloud-based platform for monitoring performance reporting across households, accounts, and individual portfolios.
Trading
 
ChangePath streamlines the rebalancing of allocations and strategies across both households and accounts with efficient trade management and execution capabilities.
Portfolio Management
Account
Aggregation
Efficiently report on custodial accounts, as well as assets held in outside accounts, such as 401(k) and 529 plans.
Back Office
 
A dedicated operations team handles daily account reconciliation, fee billing, trading and produces quarterly performance reports.
Automated Back Office

See Everything in One Place

We bring everything together – cash, billing, client experience and more. It’s your practice, in one place that’s easy to understand.

Client Portal and Phone App

Beat the competition and allow your clients to conveniently access the ChangePath platform from a mobile device.

The mobile app gives your clients immediate access to their financial accounts while on-the-go, providing transparency and a better client experience.

Account Login

Client Login

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Adviser Login

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