External Links and Company Info
Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Client data gathering and discovery platform with customizable surveys feeding advisor planning workflows.
Description
Touchstone Pathway provides a client data gathering and discovery platform with customizable surveys, dashboards, and alerts that integrate with CRMs to help advisors know clients deeply and act proactively.
APIs and Security
Security checks
None
Public APIs
No
