How We Started
Fox Financial Planning Network, an industry leader in practice management, technology and efficiency tools, has partnered with two other top industry service providers, True North Networks and National Regulatory Services (NRS) to provide you with specific guidance for successfully implementing automated investment services (AIS) technology within your business. The combination of these companies has created something powerful and entirely new.
What We Do
AdvisorTouch offers a step-by-step, multi-media training program that provides you with access to a wealth of resources to help you successfully implement and leverage an automated investment service platform. AdvisorTouch provides the guidance and tools necessary for you effectively leverage the technology for the greatest ROI according to your own business model, quickly and easily. Services are available to financial advisory firms as well as enterprises, such as large RIAs, custodians and broker / dealers.
The program is delivered through the following multi-media learning modules:
Building a Strategy
How to Get Started
Choosing Your Target Market(s).
How to Charge for Services
Messaging for the Service Offering
How to Set up the Platform (Including Integrations)
How to Manage the New Platform
Establishing Your Offering of Investment Portfolios
How to Run the Platform as a Separate Business
How to Use the Platform as Part of Everyday Business
Compliance and Updating Your ADV
How to Register the Platform (If Applicable)
Potential Cyber Security Issues
How to Address Customer/Client Service for the Platform
What if Something Goes Wrong?
What to do if the Platform Doesn’t Perform
Pulling it all Together
Ongoing Management of the Platform and Services