Index Portfolio Solutions LLC

CoreFirst Bank & Trust, located in Olathe, KS, offers a comprehensive range of personal and business banking services, including various checking and savings accounts, loans, and investment solutions. The bank emphasizes customer convenience with features such as online and mobile banking, e-statements, and access to over 55,000 surcharge-free ATMs. In addition to traditional banking services, CoreFirst provides specialized offerings like trust services, estate planning, and financial education resources. The bank is committed to supporting local communities by helping individuals and businesses achieve their financial goals through personalized service and expert guidance. Generated from the website

Commerce Trust, located in Kansas City, MO, offers investment management, wealth management and planning, private banking and trust services. We help individual investors, their families, and institutions reach their financial goals.

ChangePath is the first-to-market, integrated investment management platform that systematically integrates annuities into client portfolios alongside investments. The technology platform provides a unified management household approach to traditional and non-traditional asset management with statistically backed client recommendations, unprecedented access to offerings with lower fees, and automation of non-revenue-driving activities. ChangePath does so by absorbing tasks like billing, reconciliation, proposal generation and identifying cross-selling opportunities, while providing advisors access to institutional-caliber portfolio management. Every day, ChangePath's expansive network of investment advisors and investment advisor representatives leverage ChangePath's turnkey asset management platform to utilize cutting-edge tools and solutions that help promote fiduciary compliance, while enabling scalability.