We are a practice management and technology consulting business servicing the financial advice and wealth industry. We exist to help businesses implement and manage their technology, professional development and research – giving advisers more time to be advisers.
We have established partnerships with companies such as IRESS, Kaplan, Monarch and a team of experienced consultants to create appropriate technology solutions for your business, regardless of your size.
For practice managers
We partner with dealer groups and advice businesses to identify appropriate AdviceTech solutions, deploy them and then give you ongoing support to help you build a stronger business.
For XPLAN users
We provide training and support for XPLAN users. As a Pathway client you can register for our monthly webinars or access our library of guides and online videos to make the most of the XPLAN functionality.
Our partners include:
- Monarch Institute
Contact us to find out more.