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Systematize and Scale
Client Discovery and Decision Support.
Scale your financial advisory practice and improve margins with our customizable, cloud-based platform, while improving client outcomes
Better Client Input ~ Better Client Outcomes

Better Client Service

Deepen Client relationships by effortlessly uncovering the What, Why and How of a client’s goals and aspirations.

Faster Meeting Prep

Save time and money by recalling a customer’s dreams, goals, and plans with the click of a button.

Happier Life Balance

Scale your financial planning practice without adding administrative overhead. Spend more time on what matters most.

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“Touchstone Pathway is more than a dozen detailed discovery interviews in a box — easily the most detailed and complete exploratory instrument I’ve seen in the profession.”

Bob Veres — Creator of Inside Information
The most important information resources in the Financial Planning space

The Current Model Is Broken

We get it. It is harder than ever to develop deep relationships with your clients while also meeting growth targets. Margins are being squeezed from all directions. You’d like spend hours carefully shaping each client’s plan, but time is in short supply.

We know what it is like when a client calls you ready to totally change their financial plan or portfolio based on the news of the day. Or digging through files to find relevant data or recollect past meetings in order to prep for the next one.

With Touchstone Pathway, you’ll spend less time on defense, talking customers off the ledge, and more time on offense, serving clients’ best interests and growing your business.

Bob bolen touchstone pathway client data gathering system founder

“It was those same feelings that led us to envision our platform. Using the Touchstone Pathway system, I scaled my practice without adding overhead. I can quickly find detailed client information, provide relevant Insights, and keep clients on track towards achieving their goals and aspirations.”

Robert V. (Bob) Bolen, CFA, CFP®, CeFT® — Founder and CEO

Ready to get in on the action?

Features

Customizable Surveys

Use our numerous customizable survey templates as is, edit to make them your own, or build your own from scratch. Uncover client issues, attitudes, values, priorities, goals, beliefs and strategies quickly and easily. Clients will stay on track towards goal attainment even while life is in flux.

Meeting Prep Wizard

Quickly refresh your knowledge of client details and motivations. Prepare for meetings in just a few minutes, saving time and money. Work smarter… not harder.

Client & Advisor Dashboards

The easy to use interface will ensure that everyone enjoys using the system and stays on the same page.

CRM Integration

Touchstone Pathway is a customizable, client data gathering and decision platform that integrates with major CRM software tools.

Community Knowledge Base

Learn from the wisdom of the crowd. See what other advisors are doing or share your best ideas with others.

Insights

A variety of comprehensive alerts and triggers offer customizable best practice tips that enable advisors to be proactive during times of changing circumstances.

See For Yourself & Join Today

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