Reliable, cost effective and flexible back office systems are an essential in the world of today's successful and compliant IFA business model. See below to find out more about our partners and their services.
Investor hot spots
Login to MyTouchstone to find out how many clients are active and interested in your services. ‘Heat maps’ allow you to uniquely visualise where investors live relative to IFA firms, and are an ideal tool to help you decide where to host your next seminar or promotional event.
Go on to compare your case sizes relative to the IFA average, and identify the most popular products investors choose.
Register now at www.MyTouchstone.co.uk

Derek Bradley, CEO
Sarah Paul, Marketing Director
James Bradley, Head of e-Relationships