AdivsorTouch Collaborative
A New Way to Connect and Learn with Your Peers
Our AdvisorTouch Collaborative platform modernizes the approach to building advisor connections.
With your monthly subscription, you gain access to our team’s expert knowledge as well as the ability to share content and ideas
with other advisors in an interactive and collaborative learning community.
Benefits of the AdvisorTouch Collaborative
Collaborative Platform
We built a content management system into the platform where all training, resources and materials will be housed.
Privacy
We have all seen the privacy issues on current social platforms such as Facebook that other organizations use because it's free. Our platform is a closed ecosystem that keeps its member information private.
Social
The collaborative will have different channels for experienced advisors, newer advisors, operations and support staff.
Unique Tech Stack
We built our platform by integrating the Slack communication platform with our tech stack.
Artificial Intelligence
We've added artificial intelligence to the system and included bots to assist us and the community.
A Collaborative for Every Advisor
AdvisorTouch Collaborative provides connection for every type of advisor. Find experienced advisors, new financial professionals, and operations and support staff. Join an existing group, or find like-minded individuals to create your own study group. The possibilities are endless.
AdvisorTouch Collaborative launches with channels dedicated to:
Workflows and
Automation
College
Planning
Technology
Practice
Management
NexGen
Operations
and more