Best-In-Class CRM & Client Touchpoint System

Best-In-Class CRM

The backbone of your tech stack

Robust mobile application

Serves as the operating system of your business

Systematizes client communications

The AB Touchpoint Client Systemâ„¢

A Four Step Process To A Robust Client Experience 

  1. We build a quantitative analysis of your book.

  2. Households are segmented into A, B adn Z's.

  3. The advisor makes the subjective changes to the segmentation.

  4. We build the touchpoints into your Wealthbox.

The AB Touchpoint System is implemented in your Wealthbox 


Firm Level Wealthbox Set-up: $1,000*

AB Client Touchpoint System Integration: $1,000 per advisor

Assistant Wealthbox Training: $250 

*Does not include Wealthbox charges

Download The Brochure

I personally lead each client engagement and offer a 100% money-back guarantee. 

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