Track all Communication and KPI's in One Place
Path gives Advisors and Businesses the tools to collaborate more effectively.
Path by Simplex integrates with your QuickBooks Online account and allows you to input User Created Options to use in calculations.
A combination of behind the scenes analysis, advisor feedback, and team discussions gives you insight into every aspect of the business.
Automate metrics and have consistent discussions with your team so everyone has all the information they need to make business decisions.
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