CreativeOne is excited to announce it has partnered with ChangePath, a next-generation turnkey asset management platform (TAMP). This exclusive opportunity gives CreativeOne producers a competitive advantage because we’re the only agent development organization bringing this to the market.
ChangePath’s groundbreaking technology brings together actuarial product development, insurance professionals, third-party asset managers, sub advisors and principal owners of large Registered Investment Advisor (RIA) firms to one platform. This allows advisors who sell both annuities and securities to maximize a client’s portfolio.
ChangePath provides advisors with a strategic unified managed household approach while seamlessly introducing fixed indexed annuities (FIAs) into the investment mix, thus taking into account the modern portfolio theory. The construction of the portfolio then changes to reflect a client’s accumulation, transition and distribution phases of their investment cycle.
Utilizing a philosophical approach, we developed a TAMP by aligning a client’s risk with the modern portfolio theory to determine the client’s ideal portfolio,” said Rob Hagg, principal of ChangePath. “The process allows FIAs to be integrated into the portfolio, streamlines back-office support, accesses industry-leading institutional money managers and seamlessly incorporates processes into one cohesive platform. Early adopters now systematically have a competitive advantage,” said Hagg.
ChangePath’s introduction into the RIA marketplace enhances the ability of advisors to incorporate traditional and non-traditional assets into client portfolios by focusing on providing a higher level of fiduciary responsibility without adding human capital. ChangePath’s model delivery asset management platform includes nearly two dozen prominent institutional managers in the world, whom have consistently outperformed benchmarks.
Ready to learn more? Request a demo by visiting www.changepath.net, calling 888.798.2360 or emailing [email protected].