What do you look for when you select an App to analyze your client’s QuickBooks data? There are a lot of ‘statistical, reporting, and number-crunching’ options out there, but only one App that gives you the ability to link business activities and goals with financial data. PATH by Simplex Financial is the perfect tool for allowing you to practically put into place the role of ‘Trusted Advisor’ by linking recommendations and agreed-on accomplishments with financial goals and budgets.
With automated financial calculations and instant notifications, Path allows you to quickly analyze any financial problem and identify a solution.
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You see, PATH is a Social-Financial Platform where companies can connect and collaborate with financial and non-financial information which allows their team insight into the company’s objectives, goals, history, and culture. In short, it provides a way for these companies to use all their data to tell the company’s story. PATH is designed for both companies and their financial advisors. PATH provides communications beyond the company itself it allows trusted advisors to tap directly into their clients’ data. With PATH Financial Advisors can provide key information and resources to a company to assist them with critical decision making.
Financial Advisors can quickly access any information from any of their clients, and with the PATH mobile App a Financial Advisor can access that information from anywhere they have internet service. Advisors can manage all of their PATH based clients from a single platform, affording a quick response to any clients’ request and answers to essentially any question from the vast wealth of information that PATH provides.
You can learn more about PATH, and the partnership opportunities PATH affords to Advisors, by attending the FREE Insightful Accountant hosted webinar titled, 'Smarter innovation, smarter collaboration with Path by Simplex' scheduled for May 26, 2021, at 2:00 PM Eastern time. REGISTER HERE
With sound financial computations, the most sophisticated analytics, and instant notifications, PATH gives Financial Advisors the kinds of data needed to keep their clients in touch with their financial situations, so they not only stay on top of their current needs but their future requirements. And because Financial Advisors will easily be able to tie meaningful financial data and reporting to their actual achievements using PATH features like Business Snapshots, Analysis, and Data Mash, each client will be impressed with the quality of the actionable deliverables provided by the Advisor from the resources PATH makes possible.
The quickest way to know and understand your business is with a PATH Business Snapshot, it provides an estimated value of your business, easy forecasting, and what if scenarios.
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Each Advisors’ client will soon look at their trusted advisor more like a member of their in-house ‘financial team’ rather than a consulting advisor, while at the same time placing an ever-increasing level of trust in both the value of Advisor’s resources and relationship. PATH makes it easy for Financial Advisors to demonstrate and provide that value by consistently having the ability to not only diagnose their financial issues but forecast their financial futures.
So whether you are an accountant, bookkeeper, business consultant or QuickBooks ProAdvisor steer a new PATH for both your Advisor Success, as well as the success of each of your clients, by heading over to the PATH by Simplex Financial website and signing up for your free Advisors’ Trial Subscription or schedule a 1-on-1 PATH Demo.
And just in case you were interested, PATH is a technology company focused on helping business owners overcome their financial challenges, as well as informing advisors of how their clients are performing. Our vision has been to develop a financial platform that collects raw financial data and with the development of software gains insight and identifies opportunities for business growth, thus empowering business owners to turn their dreams into reality.
PATH’s Chairman and CEO is Robert J. Chandler, a recognized leader in small business and accounting technology as well as a pioneer and visionary in cloud computing. He has been recognized as a Top Executive and Thought Leader by CPA Practice Magazine, Cloud Computing Outlook, and Intuit’s Firm of the Future.
To learn more about PATH, as well as the partnership opportunities PATH affords to Advisors, be certain to register for the FREE Insightful Accountant hosted webinar titled, 'Smarter innovation, smarter collaboration with Path by Simplex' scheduled for May 26, 2021, at 2:00 PM Eastern time.
REGISTER HERE
Disclosure
While technically not an 'Advisor Alliance', this Partnership Opportunities article is written in the same spirit as one of my Advisor Alliance features. This feature is an editorial feature, it is NOT sponsored content. Even if it contains (or does not contain) references or 'inserts' that refer to sponsored content, or sponsored webinars, the actual feature is intended as an information resource for Insightful Accountant readers.