AdvisorTouch

AdvisorTouch offers a comprehensive digital training platform to help systematically manage your firm's operations and growth. In practice that means building software for you when nothing off the shelf fits.

The natural audience is companies with a specific process to automate. They also list Advice, Business Development and Training, so expect those to show up in the feature set. As a small company team themselves (11 to 50 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

AdvisorTouch is based in San Diego, California. You can read more at advisortouch.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

If you have worked with AdvisorTouch, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.