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Introduction
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.
Contact Info
Address:
11460 Tomahawk Creek Parkway, Suite 100
Leawood
KS 66211
United States
Leawood
KS 66211
United States
Tel:
888-798-2360
Website:
http://changepath.com
Offering
- Financial Planning
- Investments
- ETF's
- Retirement Planning
- Corporate IRA
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 8am | 5pm | ||||
| Tuesday | Open | 8am | 5pm | ||||
| Wednesday | Open | 8am | 5pm | ||||
| Thursday | Open | 8am | 5pm | ||||
| Friday | Open | 8am | 4pm | ||||
| Saturday | Closed | ||||||
| Sunday | Closed | ||||||



