Track all Communication and KPI's in one place.

  Path gives Advisors and Businesses the tools to collaborate more effectively.  

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Randy Johnston

Executive VP of K2 Enterprises
"I have never seen technology like this in the industry, truly unique."

2021 AICPA Conference Tech Update

Want to see Path with Your Peers?

Integrate

Path by Simplex integrates with your QuickBooks Online account and allows you to input User Created Options to use in calculations.


Analyze

A combination of behind the scenes analysis, advisor feedback, and team discussions gives you insight into every aspect of the business.



Collaborate

Automate metrics and have consistent discussions with your team so everyone has all the information they need to make business decisions.