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.
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.
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.
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 is rotting — nothing sits past 24 hours.
Tracks family context: spouses, kids, ages, milestones, dependents. Triggers outreach on the events that actually matter — kid turns 18, 401k window opens, insurance review comes due. Extracts action items from your meeting transcripts the moment the call ends.
Most practice software stops at the call log. ClearPath keeps going — surfacing the clients you're losing, the promises that aren't kept, and the household gaps your team can't see at scale.
Silence is a signal. ClearPath tiers every quiet client into on-fire, cold, or lost — based on overdue commitments, stale concerns, and time since last contact. Surfaces the ones you are bleeding before competitors find them, with one-click AI-drafted outreach to win them back.
Practice and per-advisor scores on follow-through, bucketed by overdue, due-today, this-week, and kept. Compare advisors head-to-head — Tom closes rollovers 2.3× faster than Justin. Coaching surfaces itself instead of waiting for the quarterly review.
Maps every household in the practice — spouses, dependents, ages, milestones. Flags spouse-life-unknown, dependent-life-missing, and 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.
Watch the same call move through the system — from ring to resolved — without ever falling through the cracks. Then watch the silent clients surface too.
The AI agent answers, identifies the caller, and figures out what they actually need.
Password resets, basic FAQs, and policy questions never reach a human. Logged anyway.
Needs an advisor? Agent checks who is available. If nobody is — structured message, two channels.
Every call becomes a ticket with caller, reason, handler, and resolution. Unresolved past 24 hours surfaces.
And the ones who didn't call? Tiered into on-fire, cold, or lost — surfaced before they leave for someone 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.
There's a reason small family businesses keep getting bought up by corporate America.
It's not that they're bad businesses. It's that they don't have the operational sophistication to compete with the firms doing the buying. The roll-up wins because the family-owned shop can't see what the corporate playbook sees — the leaks, the patterns, the relationships quietly slipping.
I started ClearPath to flip that. To give the independent shop, the family practice, the local operator the same operational layer the corporations have. Not as a luxury. As a defense.
ClearPath Practice is what we built for financial advisors. Every call, every callback, every life-event follow-up — tracked, delegated, resolved. The clients quietly drifting get caught before someone else picks them up. The conversations that actually grow the practice get the room they deserve.
You stay independent. You stay family-owned. You run your business like a corporation — and corporate America never gets the chance to roll you up.
That's the whole point.
We don't do feature tiers. The corporate playbook is to charge enterprises one rate and squeeze independents on a worse one. That isn't us.
Tell us how your office runs today. We'll show you what the first 30 days of ClearPath Practice looks like, sized to your team — and we'll sign your NDA before any of it moves.
