Touchstone Pathway is a comprehensive suite of tools that helps financial planning clients map out (and stick to) a long term financial game plan. Based on years of behavioral research, Touchstone Pathway offers financial advisors a complete system to grow client relationships by uncovering hidden beliefs that are shaping their clients'​ decisions.

Easy to set up

• Got a ton of contacts? No worries!
• Import contacts directly into Touchstone Pathway from major CRMs like Redtail, Salesforce and Junxure.
• Use Touchstone Pathway alongside other software. Discover deeper client insights and improve client engagement.

Easy for clients to use

• Clients answer simple questions about themselves and their financial beliefs.
• Client Dashboard acts as a “Decision Architecture,”a heartfelt reference point to help them stay the course as life ebbs and flows.
• Advisors and clients use Touchstone Pathway as an enduring guide. Review and update before or during a meeting to keep information accurate and relevant.

Easy to implement and customize

• Edit the survey templates or create your own so that your client interactions are uniquely yours.
• Email surveys to many clients at once or individually.
• Send reminders to complete or update surveys.
• Edit completed surveys to fully reflect each client’s own language and personal data.

Easy to learn from the wisdom of the community

• As new surveys and survey edits propagate, our team will manage Touchstone Pathway updates based on rankings of popular survey changes and additions.
• Proud of your new or revised surveys? Share them with the community directly so that others will benefit too.
• Have an idea for service improvements? We are listening. Let us know what you want to see next.