ChangePath
1 RESULTS
11460 Tomahawk Creek Parkway, Suite 100, Leawood
Tel: 888-798-2360
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... read more
Tel: 888-798-2360
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... read more
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