The operational layer that lets independent financial advisors compete with the firms buying their neighbors. Every call, every callback, every life-event follow-up — tracked, delegated, resolved. FINRA / SEC aware. Lives outside your CRM.
ClearPath Practice doesn't replace your advisors. It removes the chaos around them — so the conversations that matter aren't buried in the ones that don't. The aggregators win because they have process. We give you theirs.
Answers the line. Knows every advisor, their specialty, and who their clients are. Handles password resets, login help, and routine FAQs without escalating. Captures structured messages with reason and contact info when nobody is free to take a call. The phone stops being a black hole.
Personal login for every advisor across every office. Live count of pending callbacks, oldest message age, and resolution status. Email and on-screen delivery so messages never get missed. The queue surfaces what's rotting — nothing sits past twenty-four hours without lighting up red.
Tracks family context: spouses, kids, ages, milestones, dependents. Triggers outreach on the events that compound — kid turns 18, 401k window opens, insurance review comes due. Extracts action items from your meeting transcripts the moment the call ends. Your team stops forgetting what your clients told you last quarter.
Silence is a signal. ClearPath tiers every quiet client into hot, warm, or cold based on overdue commitments, stale concerns, and time since last contact. Surfaces the ones you're bleeding before competitors find them, with one-click AI-drafted outreach in the advisor's voice. The practice stops losing households to firms that just answered the phone faster.
Your CRM stays your CRM. Redtail, Wealthbox, Salesforce Financial — ClearPath runs on your phone, your email, and your calendar. Outputs flow back into the systems your team already uses, the same way meeting transcripts already do. No double-entry, no migration, no replacement.
Built for the regulated industry it serves. Compliance posture stays intact — call recording disclosure, retention rules, supervised principal access, audit trail. We sign your NDA before any conversation that touches client data. The compliance officer can read this page and not panic.
Per-advisor follow-through scores bucketed by overdue, due-today, this-week, and kept. Compare advisors head-to-head — who closes rollovers fastest, who lets quiet clients drift. Coaching surfaces itself instead of waiting for the quarterly review.
Spouses, dependents, ages, milestones. Flags spouse-life-unknown, dependent-life-missing, umbrella-with-kids gaps automatically. Triggers on the dates that compound: turns 18, 21, 26, 65.
ClearPath reads the full client context — last call, open promises, life events — and drafts an email or SMS in the advisor's voice. Advisor reviews, edits, sends. Cuts the "I'll get to it tomorrow" decay that kills follow-up rates more than anything else.
Your CRM stays your CRM. Your compliance posture stays intact. ClearPath Practice runs on your phone, your email, and your calendar — outputs flow back into the systems you already use, the same way meeting transcripts already do.
One number per advisor. A shared pool of AI minutes across the practice. Predictable overage on the minutes that exceed it. We don't price-gate features — every advisor gets every capability.
Nothing. ClearPath runs on your phone line, your email, and your calendar — outputs feed your CRM the same way meeting transcripts already do. No double-entry, no migration. Your CRM stays your system of record.
Call recording disclosure on every inbound. Retention rules consistent with your firm's policy. Supervised principal access for review. Audit trail on every AI-drafted outreach — nothing leaves the platform without a human review and send. We're built for the regulated industry we serve.
It's there at 6 AM on a Saturday when your office isn't. It knows every advisor by name and specialty. It handles password resets and login help without escalating. And it costs less than the part-time receptionist you've been meaning to hire — without the turnover.
Adoption is the workflow. The advisor portal is the same screen they're already glancing at when the phone rings. The AI-drafted outreach lands in their email like everything else. There's no second tab, no separate app, no training course — just a queue that doesn't lie and a recovery pipeline that surfaces what's leaking.
No. Client account data is never touched. Conversations are processed in real-time reasoning sessions — no retention by AI providers, no training, no aggregation, no resale. We sign that into the contract.
Tell us how your office runs today. We'll show you what the first thirty days of ClearPath Practice would look like, sized to your team — and we'll sign your NDA before any of it moves.
