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ChangePath

ChangePath’s app provides greater visibility into both clients' overall financial picture and ChangePath’s wealth advisory services

ChangePath’s app provides greater visibility into both clients' overall financial picture and ChangePath’s wealth advisory services

ChangePath

by GeoWealth Management, LLC
ChangePath
ChangePath
ChangePath

What is it about?

ChangePath’s app provides greater visibility into both clients' overall financial picture and ChangePath’s wealth advisory services.

ChangePath

App Details

Version
3.3.5
Rating
(2)
Size
15Mb
Genre
Finance
Last updated
May 2, 2022
Release date
August 31, 2017
More info

App Screenshots

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App Store Description

ChangePath’s app provides greater visibility into both clients' overall financial picture and ChangePath’s wealth advisory services.

For clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for ChangePath and your Wealth Advisor
• And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.

This application is free to download.

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