Leawood, Kan. – ChangePath, an integrated investment management platform, launches its first consumer-facing application to the public.
ChangePath now provides an easy alternative to logging into the client portal on a desktop computer. The application provides access to see investors’ assets performance, allocation metrics, and gives access to the document vault on-the-go.
Top-market features include touch ID security, viewing consolidated accounts, detailed information on the holdings, and household allocation. Not to mention it gives up-to-date performance returns on household, account and portfolio levels, access to the investor’s document vault with quarterly statements, and details and contact information for the investor’s advisor.
Cory Lagerstrom, Kansas City, Kansas, president of ChangePath, says, “We wanted to bridge the gap between the advisor and the client. The new app gives [the advisor] the tools they need to provide a holistic solution, and gives the client in-depth and up-to-date information about their assets at their fingertips.”
ChangePath is turnkey asset management program that systematically integrating annuities into client portfolios alongside investments. ChangePath is a Registered Investment Advisory (RIA) firm providing Investment Advisor Representatives (IARs) access to next-generation technology and services. The technology platform provides a unified management household approach to traditional and non-traditional asset management with documentation of client recommendations and automation of non-revenue-driving activities.
Every day, ChangePath’s expansive network of Investment Advisor Representatives and Registered Investment Advisory firms, with whom they sub-advise, leverage this groundbreaking technology to provide wealth managers with tools and solutions that help increase fiduciary standards, while enabling firm scalability. For additional information, please visit the company’s website: changepath.com.
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. Advisory Services offered through Change Path, LLC an Investment Advisor. © 2017 Change Path, LLC
Release ID: 263334