Product

MyTouchstone

Provides financial advisers with unprecedented insight into their marketplace

Product Overview

MyTouchstone is the first truly collaborative marketing database ever constructed for the intermediary sector.

Powered by the collective sales data of more than 90 major product providers, it provides advisors with unprecedented insight into their marketplace. Sales data is further enhanced with inputs from more than 11,000 advisors, creating an information source to help transform the way advisors approach their business.

It can help you:

  • Benchmark advisor charges by comparing your fee model and charging levels, both locally and nationally
  • Inform your business strategy by discovering your firm’s rating locally by advice area
  • Choose the right network, broker service provider, outsourced fund management, wraps and platform provider
  • Stay forward-focused by discovering how business is changing from one quarter to the next
  • Access insight into fund selection trends

 
 

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