Our product roadmap is driven by evolving investor expectations, technology disruptions, increased regulations, changing fee structures, and your feedback drive. These discontinuations allow us to focus more exclusively on initiatives like the API transition, a simplified planning experience, support for a self-guided strategy, and extending your reach to the next generation of clients.
The Touchpoint service is being replaced with a completely rebuilt offering featuring enhanced email content and delivery capabilities through Advisor Branded Marketing. The new email service available through Advisor Branded Marketing comes along with an expanded library of diverse content including monthly campaigns, onboarding resources for end-clients, and more than 2,000 articles, videos eBooks, infographics, and social posts on the topics your clients care about most.
Note: If your office is currently unable to sign up for Advisor Branded Marketing, Touchpoint will remain available until it’s release.
We apologize for any inconvenience this may cause and encourage you to call us at 888-362-8482 or send us an email with any questions.