Touchstone Pathway
Curated by SignalPortfolio management platform enhancing efficiency for wealth managers and advisors.
Overview
Touchstone Pathway is a portfolio management platform aimed at wealth managers within the fintech sector. The platform utilizes technologies such as artificial intelligence and machine learning to offer tools for data gathering, customizable survey templates, and decision support insights. It provides real-time analytics for asset allocation and performance metrics, allowing wealth managers to customize investment strategies based on individual client profiles. The platform is designed to integrate with major CRM software tools and features a community knowledge base, which may enhance the operational efficiency of financial advisors. Touchstone Pathway seeks to address the demand for timely insights and automated processes in wealth management.
Key facts
- Founded
- 2015
- Headquarters
- Franklin, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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