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Easy to Implement
You can have meaningful conversations with financial and
non-financial data and make data-driven business decisions in one place.
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.
*Path by Simplex integrates with QuickBooks Online. You must have a QuickBooks Online account to use all the features in Path.*
Effective Client Communication
Have you encountered any of these common roadblocks when trying to move into the advisory space?