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Best-In-Class CRM & Client Touchpoint System
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Best-In-Class CRM

The backbone of your tech stack

Robust mobile application

Serves as the operating system of your business

Systematizes client communications

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The AB Touchpoint Client System™

Ecover_The AB Client Touchpoint System (

A Four Step Process To A Robust Client Experience 

  1. We build a quantitative analysis of your book.

  2. Households are segmented into A, B adn Z's.

  3. The advisor makes the subjective changes to the segmentation.

  4. We build the touchpoints into your Wealthbox.

The AB Touchpoint System is implemented in your Wealthbox 

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Pricing

Firm Level Wealthbox Set-up: $1,000*

AB Client Touchpoint System Integration: $1,000 per advisor

Assistant Wealthbox Training: $250 

*Does not include Wealthbox charges

Download The Brochure

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I personally lead each client engagement and offer a 100% money-back guarantee. 

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