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.
Fully-integrated CRM allows advisers and firms to effectively manage prospects and existing clients throughout the wealth management lifecycle.
& 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.
Proposal Generation The built-in risk assessment work flow profiles your clients into suitable asset allocation models and produces customized and compliant proposals.
Portfolios Open architecture platform that supports the combination of multiple investment vehicles to create a model portfolio.
& Reporting Cloud-based platform for monitoring performance reporting across households, accounts, and individual portfolios.
ChangePath streamlines the rebalancing of allocations and strategies across both households and accounts with efficient trade management and execution capabilities.
Aggregation Efficiently report on custodial accounts, as well as assets held in outside accounts, such as 401(k) and 529 plans.
A dedicated operations team handles daily account reconciliation, fee billing, trading and produces quarterly performance reports.
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.