Plans & Pricing
Subscription Options
No contracts ever. Give us a try.
Be your clients’ enduring guide as life unfolds.
Solo Plan
$35
month
- $315/year (25% discount)
- One advisor log in
- Two administrator log ins
- Unlimited clients
Team Plan
$25
month / advisor
- $225/year per advisor (25% discount)
- From 2 to 5 advisors
- Multiple administrators
- Unlimited clients
Institutional Plan
Contact
for Details
- Plans begin at $1,000/year
- 6+ advisors
- Multiple administrators
- Premium tech support
What do I get when I sign up for Touchstone Pathway?
- Pre-developed surveys that uncover client Values, Priorities, Issues, Opportunities, Goals, Touchstones (beliefs and motivations), and Pathways (strategies and action plans) in several financial life planning areas.
- Customizable surveys – make client interactions uniquely your own.
- Have an organized view of client details pulled from your CRM side-by-side, with qualitative survey answers and information.
- (Coming soon!) Timely information for each financial planning Touchstone that can be sent to clients.
- (Coming soon!) Customizable Nudges and Best Practices to help clients along their Pathway to achieve their goals and objectives.
- Know your clients on a deeper level. What is important to them and why?
- Modify and save custom versions of survey templates.
- Share customized surveys with the Touchstone Pathway community and discover surveys created by others.
- Create new survey templates to capture any information from clients that you want to know.
- Capture transitions by manually or automatically sending update surveys to clients on a predetermined date, such as a Touchstone anniversary or prior to your next meeting.
- Quickly refresh knowledge of clients’ Touchstones and Pathways, values, beliefs, details, preferences, and important notes.
Engage Your Clients at a Deeper Level
No credit card required. 30 day trial.