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Experience our platform before you adopt, then implement with ease.

Technology scales faster when it’s built with adoption metrics.

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Experience our platform before you adopt, then implement with ease.
Step 1

Target Launch Date

Find the right balance between urgency to go live and desired functionality.

Target Launch Date
KPIs Selection
Step 2

KPIs Selection

Prioritize quick to launch applications with maximum business impact.

Step 3

Rollout Strategy

Choose ideal plan to maximize features and complement existing technology.

Rollout Strategy
Implementation
Step 4

Implementation

Go live with our metrics-driven, phased and adaptive deployment.

Go Live

Choose your preferred plan

Timeline
TouchPoints
Client Requests
TelosTouch Mobile App
TelosTouch Client Portal
TelosTouch Advisor Portal
Actionable Dashboards
Document Sharing
TouchPoint Builder
Compliance Integration
Web/Mobile Integration
CRM Integration
Other Systems
Client Information
Models/Other Engine Integrations
Hosting
The quickest plan
Connect

Built to increase visibility and engagement between advisors and clients.


Timeline Pre-approved
TouchPoints Pre-approved
Client Requests Pre-approved
TelosTouch Mobile App
TelosTouch Client Portal
TelosTouch Advisor Portal
Actionable Dashboards Basic
Document Sharing
TouchPoint Builder
Compliance Integration Pre-approved
Web/Mobile Integration
CRM Integration
Other Systems
Client Information Name & email only
Models/Other Engine Integrations
Hosting TelosTouch Hosted
The balanced plan
Collaborate

Built to improve execution of wealth strategies beyond in person meetings.


Timeline Customizable
TouchPoints Customizable, unlimited
Client Requests Customizable
TelosTouch Mobile App
TelosTouch Client Portal
TelosTouch Advisor Portal
Actionable Dashboards Customizable
Document Sharing
TouchPoint Builder
Compliance Integration
Web/Mobile Integration
CRM Integration
Other Systems
Client Information Any client information
Models/Other Engine Integrations
Hosting TelosTouch Hosted
Comprehensive plan
Co-create

Built to engage all aspects of clients’ financial life with timely intervention.


Timeline Customizable
TouchPoints Customizable, unlimited
Client Requests Customizable
TelosTouch Mobile App
TelosTouch Client Portal
TelosTouch Advisor Portal
Actionable Dashboards Customizable
Document Sharing
TouchPoint Builder
Compliance Integration
Web/Mobile Integration
CRM Integration
Other Systems
Client Information Any client information
Models/Other Engine Integrations
Hosting TelosTouch/Client Hosted
 
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