Did you see ChangePath on the front cover of Retirement Advisor?

With the recent DOL ruling, how do you increase fiduciary responsibility and scale your business without additional workload or expenses? With ChangePath, a first-to-market, integrated investment management platform that systematically merges annuities into client portfolios alongside investments.

ChangePath’s world-class approach features:

  • DOL process-friendly annuities and investment integration.
  • Statistically backed client recommendations.
  • Access to institutional-caliber portfolio management.
  • Offerings with lower fees.
  • Automation of non-revenue-driving activities.

ChangePath’s turnkey asset management platform (TAMP) offers both investment advisors and investment advisor representative efficiencies through next-generation technology that enables more firm growth along with better clientele. The platform provides a world-class unified management household approach to traditional and non-traditional asset management.

Every day, ChangePath’s expansive network of users leverage ChangePath’s TAMP to utilize cutting-edge tools and solutions that help promote fiduciary compliance, while enabling firm scalability.

Get a sneak peek of what could be the investment platform of the year by visiting changepath.com/roadmap to download your complimentary 2017 Elite Advisor Lead Generation Roadmap and watch a demo or give us a call to learn more at 888.798.2360.

Advisory Services offered through Change Path, LLC an Investment Advisor.

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