Advisor platform · Wealth advisory
Path is the system of record for advisors at partner firms. Client records, household grouping and firm oversight, plus the TiltFinder, the Card Exercise and Report Studio, all in one place.
Client records
Contact detail, households, tags, linked accounts, status.
Shared coverage
Grant a teammate access to one client without handing over ownership.
Firm oversight
Administrators see every advisor's book and can reassign ownership.
Planning tools
TiltFinder, the Card Exercise and Report Studio, all saved to the client's file.