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Best-In-Class CRM & Client Touchpoint System
The backbone of your tech stack
Robust mobile application
Serves as the operating system of your business
Systematizes client communications
The AB Touchpoint Client System™
A Four Step Process To A Robust Client Experience
We build a quantitative analysis of your book.
Households are segmented into A, B adn Z's.
The advisor makes the subjective changes to the segmentation.
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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