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.