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Scalable capabilities extend platinum services to more clients

Evidence-based advice and impact to create and protect wealth

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Reveal clients’ changing wants and needs in real-time

Deepen insights on clients' financial and life events by gathering contextual data through a mobile experience

Identify, segment, and serve groups of clients with similar profile

Rank client priorities to personalize recommendations and cluster client segments to multiply best advice

Display advisor’s value proposition and future planned actions

Showcase the value of advice that’s not on investment statements and track follow-through on financial plans

Shift value proposition to personalized, tangible and scalable advice

The true value of financial advice is more than just investment returns. Learn how TelosTouch can help you compete and thrive in a fast changing landscape.

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Deepen client relationships and showcase the value of financial advice