MyTouchstone
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MyTouchstone is the first truly collaborative marketing database ever constructed by the IFA sector. Powered by the collective sales data of 77 major product providers,
it gives you an unprecedented insight into your marketplace.
Sales data is further enhanced with inputs from thousands of IFAs, creating an information source that will transform the way you promote and run your business.
View Your Firm's Position in IFA League Tables
Register with MyTouchstone and you'll discover your company's ranking and market share where you have an office, and in the specific areas where you provide advice.
Lower than you expect market share figures will show you where opportunities exist to strengthen your business proposition in your local market. A high ranking could be an ideal inclusion to boost your next marketing campaign.
Investor Hot Spots
Login to MyTouchstone to find out how many clients are active and interested in your services. 'Heat maps' allow you to uniquely visualise where investors live relative to IFA firms, and are an ideal tool to help you decide where to host your next seminar or promotional event.
Go on to compare your case sizes relative to the IFA average, and identify the most popular products investors choose.
Adviser Charging Guide
Visit MyTouchstone to find out if your company's fees are set at a competitive level. You can view the average fees IFAs are charging both 'per hour', and as a percentage of funds under management.
New Business Trends
MyTouchstone will show you how business is changing from one quarter to the next.
to reward your time and effort.
RDR Survey
The MyTouchstone RDR Survey shows how IFAs and consumers are changing in response to the Retail Distribution Review.
You'll see if advice is going 'upmarket' and if the number of IFA firms and advisers in your vicinity is changing. As you and other IFAs become 'RDR Ready', MyTouchstone will keep you informed.
Support Services to IFAs
Thinking about joining a network, seeking assistance from a broker service provider, or outsourcing your fund management? MyTouchstone shows the scale of 3rd party
support operations nationally and in your local area, with similar information available on platforms and wraps.
MyTouchstone is the first truly collaborative marketing database ever constructed by the IFA sector. Powered by the collective sales data of 77 major product providers,
it gives you an unprecedented insight into your marketplace.
Sales data is further enhanced with inputs from thousands of IFAs, creating an information source that will transform the way you promote and run your business.
Register now at www.MyTouchstone.co.uk



Derek Bradley, CEO
Sarah Paul, Marketing Director
James Bradley, Head of e-Relationships
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