What is Corepath? Corepath is a new "practice advice and information management approach" for participating financial advisers and their clients. Being part of Corepath enables your financial advisers to understand your needs and goals and to develop strategies in response and help guide you through your financial journey. Because the process is supported by a complete, single view of your personal information stored and reported through your Corepath Personal Vault™, your financial adviser will spend less time gathering and processing routine information, and more time identifying and working toward your financial and life goals. Corepath is underpinned by trust and independence (because the service is available only to independent financial advisers whose recommendations are not tied to a product or company); understanding (because all the base information needed to create your strategies will be readily available); control of the journey (by helping to identify variables that have an impact on your goals); and navigation to milestones (by enabling you to monitor progress to goals at any time).