AJ Bell Touch

A smarter investment platform 📱

[AJ Bell Touch @ajbell_touch]

We’ve taken the decision to close the AJ Bell Touch platform following a period of review and feedback from advisers on how it is being used in practice.

Our focus is now on developing AJ Bell Investcentre as our core advised platform — allowing us to deliver a more consistent experience and support advisers and their clients more effectively.

The aspects advisers valued in AJ Bell Touch, such as ease of use and streamlined processes, will continue to shape how AJ Bell Investcentre evolves.

We’ll contact affected advisers and clients with more detail, including what this means and any next steps.

Thanks for your support.

[AJ Bell Touch @ajbell_touch]

🚨Join us from 11am for a walkthrough of AJ Bell Touch!

See how our investment platform:
☑️ Removes friction
☑️ Speeds up processes
☑️ Helps you seamlessly engage with your clients

Start optimising your time: https://t.co/DasRouBeON

[AJ Bell Touch @ajbell_touch]

Tomorrow at 11am | Our next Mastering the platform demo 💻

Secure your virtual place as we introduce you to our next-gen platform.

We’ll break down the key features you can enjoy, walk you through some of our quick and efficient processes, and also give you a sneak peek at what’s on the horizon.

Make lighter work of client onboarding: https://t.co/73VfmR1vXc

[AJ Bell Touch @ajbell_touch]

Explore a streamlined investment platform, built just for you…👀

Join us for our next ‘Mastering the platform’ demo on Tuesday 9 September from 11am 📅

Our Product Director, Mark Rendle, and Product Manager, Hannah Cocker, will show you how to get the most out of AJ Bell Touch – from seamless client onboarding, to fast payment processing.

Remove friction points that slow you down: https://t.co/MsBBTDWmm8

[AJ Bell Touch @ajbell_touch]

Want to learn more about what AJ Bell Touch offers?

Be sure to sign up for our forthcoming ‘Mastering the platform’ demo, where we’ll walk you through the platform’s features, and explain how they can improve your efficiency and engagement with clients.

📅 Tuesday 9 September
⏰ 11am

Save yourself hours each week: https://t.co/FKchrxhZLg

[AJ Bell Touch @ajbell_touch]

Our next AJ Bell Touch demo session is on Tuesday 9 September at 11am 🔔

Discover how our next-gen platform can streamline your processes, and make communicating with your clients secure and simple.

See how much time you could save: https://t.co/RP09T97Vvq

[AJ Bell Touch @ajbell_touch]

AJ Bell Touch is the platform you didn’t know you were waiting for 🚀

Secure. Paperless. Adviser-led. Seamless approvals.

See for yourself: https://t.co/qQXKUqr0Oa

[AJ Bell Touch @ajbell_touch]

Understand your biggest untapped market 📲

We’re proud to sponsor the lang cat’s latest Advice Gap report to bring you free, valuable insights to help you bridge the gap.

Download your free copy: https://t.co/VyguFcwNsg

[AJ Bell Touch @ajbell_touch]

No more chasing signatures.
No more printing.
No more worrying about email interception.

Just streamlined, secure engagements with your clients, all wrapped up into a single channel.

See how we can expand your business model: https://t.co/NNehDsw4oK

[AJ Bell Touch @ajbell_touch]

The tax car crash nobody ordered 🚫

Is the Government afraid to make another U-turn?

Andy Bell shares his thoughts on the latest pensions and IHT update: https://t.co/DjHa0Blc1y

[AJ Bell Touch @ajbell_touch]

🚨Join us from 11am for a walkthrough of AJ Bell Touch!

See how our investment platform:
☑️ Removes friction
☑️ Speeds up processes
☑️ Helps you seamlessly engage with your clients

Start optimising your time: https://t.co/Ina3xMBozK

[AJ Bell Touch @ajbell_touch]

Tomorrow at 11am | Our next Mastering the platform demo 💻

Secure your virtual place as we introduce you to our next-gen platform.

We’ll break down the key features you can enjoy, walk you through some of our quick and efficient processes, and also give you a sneak peek at what’s on the horizon.

Make lighter work of client onboarding: https://t.co/rW3mvQrASh

[AJ Bell Touch @ajbell_touch]

Andy Bell shares his thoughts on the Government’s plan to bring pensions under IHT 💭

https://t.co/0JbmCEWtIp

[AJ Bell Touch @ajbell_touch]

Built in. Not bolted on.

While others rely on multiple channels, we put client consent at the heart of the platform.

With AJ Bell Touch you can look forward to:

✅ Secure messaging and proposal sharing
✅ Fully integrated, instant app-based approvals from your clients’ smartphone
✅ Built-in push notifications to remind your clients of any tasks

It’s faster, smarter, and built to give advisers the edge.

Overcome daily frictions with AJ Bell Touch: https://t.co/X7FcwoBpFH

[AJ Bell Touch @ajbell_touch]

What if you could deliver and implement your investment advice at the click of a button?

A smarter, more efficient way to stay connected and service more clients has arrived – AJ Bell Touch.

We’re here when you’re ready: https://t.co/MxjpvIWzMr

[AJ Bell Touch @ajbell_touch]

Tired of payment delays, chasing signatures and paper admin?

AJ Bell Touch changes that. Upgrading means you can take advantage of speedy client consent, streamlined workflows, built-in audit trails, secure client messaging, digital all-in-one onboarding, and so much more.

Say goodbye to friction and hello to smoother working.

Here’s why you should start using AJ Bell Touch: https://t.co/b3qLbtFABU

[AJ Bell Touch @ajbell_touch]

AJ Bell Touch may well be the most efficient platform on the market 🏃

It combines onboarding, approvals, payments and client communication into one seamless journey – with no bolt-ons or email chains.

See how we’re challenging the status quo:
https://t.co/u47wWoAivn

[AJ Bell Touch @ajbell_touch]

Expanding your client base doesn’t have to mean expanding your admin burden 👥

Fully-digital processes allow you to maximise efficiency, while putting a seamless, lighter-touch solution at your clients’ fingertips.

Upgrade your business model with AJ Bell Touch: https://t.co/EOQJwDXk6J

[AJ Bell Touch @ajbell_touch]

Not everyone has access to advice – but they could 🗣️

By removing operational friction and automating processes, AJ Bell Touch helps you create efficiencies – so you can serve a broader client base.

Learn what makes our approach smarter: https://t.co/NeHPTubIPA

[AJ Bell Touch @ajbell_touch]

Say hello to AJ Bell Touch - a smarter investment platform 💻

From approvals to payments, onboarding to communication, AJ Bell Touch unites everything into one seamless journey.

See how we can support your business: https://t.co/Fj4PLWyfII