Press release: 18 May 2017
The pathway is pleased to announce its latest partnership with Suite Box. This is the latest technology enhancement to its XPLAN Model Office service giving advisers access to a digital workspace tool to hold online video meetings and sign documents with their clients.
With SuiteBox, advisers can hold a video meeting at any time from any internet enabled device. They can review and discuss documentation, edit online forms and use digital signatures to sign documents and complete transactions.
Peter Boston, Head of Advice Development, Pathway commented: “At Pathway, we are consistently looking for ways to make the lives of advisers and their clients easier. SuiteBox represents a great addition to our XPLAN Model Office enhancing the way clients and advisers communicate and work together.”
Today Pathway helps over 1000 advisers with XPLAN customisation and training and support advisers who want to integrate SuiteBox into XPLAN or use it as a standalone collaboration solution.
“With the rapid advancements in technology in our industry we see Pathway’s role to work with advisers and help them navigate and keep pace in this fast-changing environment” continued Boston.
“Pathway is setting the example around digital efficiencies for advisers and is an ideal partner as they are already supporting advisers with their financial planning software. Adding SuiteBox allows those efficiencies to be leveraged so financial advice is provided in highly engaging manner” said Ian Dunbar, CEO, SuiteBox.
For more information or for a demo please contact us.