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The Current Model Is Broken

Discovery Surveys

Use these customizable surveys to ask general and introductory questions regarding a client’s financial practices, issues and attitudes. Advisors can set answers to automatically…

Faster Meeting Prep

Send customizable “games” to better understand a client’s deeply held values or financial and life priorities. These Category Games are a fun way for clients to quickly convey what is important to them.

Happier Life Balance

Use these customizable surveys to understand client beliefs, desired outcomes, and action plans related to specific topics. Topic Surveys can be triggered from Discovery Surveys…

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.

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.

The Current Model Is Broken

We get it. Robust Client Discovery can be difficult and time consuming. Providing critical insights and developing recommendations is manually intensive and dependent on the advisor’s skill set. Implementing and maintaining adherence to recommended strategies is the bane of our existence.

With Touchstone Pathway, you will spend less time on defense, talking clients off the ledge, and more time serving their best interests and growing your practice.