Changepath

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General Info

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. 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.

Other Links

https://www.creativeonewealth.com

http://changepath.com

Categories

Investments, Banks

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Details

Phone: (888) 798-2360

Address: 11460 Tomahawk Creek Parkway, Shawnee Mission, KS 66211

Website: https://www.creativeonewealth.com