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      ChangePath

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      Investments, Banks

      11460 Tomahawk Creek Parkway, Shawnee Mission, KS 66211

      888-798-2360

      CLOSED NOW: 
      Today: 8:00 am - 5:00 pm
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      DETAILS
      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.
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      Investments, Banks
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      Pinnacle Corporate Centre
      AKA

      ChangePath, LLC.

      Other Links

      https://www.creativeonewealth.com

      http://changepath.com

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