A simpler way to put your financial plan into action.
IA Pathway is a collaborative platform that allows clients to connect with their advisory team so they can create and implement a financial plan that helps them live the life they deserve.
Used by ## firms
For advisors
Provide a better planning experience to your clients.
Get clear on what's important to your clients; from family trees, goals, values. The "My Why" excercise helps you focus on what matters for your clients.
Show your clients their full financial picture. From goal setting to account aggregation, give your clients a clear view of where they are now, and how their plan will help them get to where they want to be.
For clients
Find clarity in your plan and reach your financial goals.
Learn more about what matters about money to you with our "My Why" exercise.
Plan goals and set targets with your advisor in a collaborative environment
Get a full picture of your net worth and measure your progress towards your goals
Send messages, share files, and connect further with your advisory team
All these features and more
Discover your "Why"
Everyone’s WHY is different – planning isn’t one size fits all. Understanding what matters to you is the best way to focus your financial goals. The "My Why" exercise will help prioritize what matters to you.
Plan for the future
Set goals, plan with your family, and share your vision with your advisor. Then, track your progress.
Get a full financial picture
Aggregate accounts from a variety of sources, and get a personalized, up to date net worth statement. See your total financial picture with complete clarity.
Share key documents
Securely share key documents the all of your advisors in one place. No more excessive emails, repetitive conversations, or missing files.
Join the new era of financial planning
IA Pathway is designed to help you and your clients find financial success. Our simple, yet powerful platform allows you to come together and implement an ongoing financial plan that is tailored to your clients needs.
This isn't just financial planning. It's life planning.
See how you can transform the way you collaborate with your clients on their ongoing financial plan.
What People are Saying
Working with WealthCo’s specialized asset management and insurance teams have helped me close larger and more complicated client cases.
Tyler Brack,
CPA, CA, CFP
Wealth Planner
Working with WealthCo’s specialized asset management and insurance teams have helped me close larger and more complicated client cases.
Tyler Brack,
CPA, CA, CFP
Wealth Planner
Working with WealthCo’s specialized asset management and insurance teams have helped me close larger and more complicated client cases.
Tyler Brack,
CPA, CA, CFP
Wealth Planner
Working with WealthCo’s specialized asset management and insurance teams have helped me close larger and more complicated client cases.
Tyler Brack,
CPA, CA, CFP
Wealth Planner
Working with WealthCo’s specialized asset management and insurance teams have helped me close larger and more complicated client cases.
Tyler Brack,
CPA, CA, CFP
Wealth Planner
Working with WealthCo’s specialized asset management and insurance teams have helped me close larger and more complicated client cases.
Tyler Brack,
CPA, CA, CFP
Wealth Planner
Working with WealthCo’s specialized asset management and insurance teams have helped me close larger and more complicated client cases.
Tyler Brack,
CPA, CA, CFP
Wealth Planner
Security
2FA
Your information and account in secured by 2 Factor Authentication.
Encrypted at Rest
Your information is securely hosted with Canadian providers that encrypt all data with 256bit encryption.
Audited
Our software undergoes regular software and security audits, as do our software partners.
Trusted Providers
IA Pathway uses only the most trusted, audited, and proven providers such as Amazon, Microsoft, and Flinks to provide best in class services that don’t cut corners on security.
