MYTOUCHSTONE SET TO DEMONSTRATE NEW LOOK REPORTS FOR IFAS AT THE FUND5LIVE ROAD SHOWS

The UK’s number one IFA database presents its expertise across the country

www.mytouchstone.co.uk

MyTouchstone, the market leading IFA database which is operated by the wealth and investment intelligence services division of Equifax, will be showcasing its offering and benefits to IFAs at this year’s highly informative fund5live roadshows hosted by Professional Adviser. At each of the regional roadshows, MyTouchstone will demonstrate local market knowledge, illustrating the strength of the database in providing IFAs with valuable intelligence to improve their penetration and profitability.

“The fund5live roadshows are a great opportunity for us to help IFAs understand the real power of the MyTouchstone database”, confirmed Geoff Greensmith, Strategic Development Director at Equifax responsible for MyTouchstone. “We think IFAs visiting the roadshows will be particularly impressed by the insight MyTouchstone can give them into their local market and competition. We also want to reiterate the importance of IFAs keeping their data up to date so that the information on the system is highly reflective of current market activity.

“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 IFAs an unprecedented insight into their marketplace. This data is further enhanced with inputs from over 10,000 users, creating an information source that will transform the way IFAs promote and run their business.” MyTouchstone will provide IFAs with the following insights at the fund5live roadshows:

• Ranking and market share for local companies
• Investor Hot Spots – enabling IFAs to find out how many clients are active and interested in their services in their area
• Adviser Charging Guide – giving IFAs insight into how their fees compare with their peers in their region
• New Business Trends – showing how business is changing from one quarter to the next in each region the road-shows visit
• Support Services to IFAs – identifying the key networks in each region

The findings from the MyTouchstone RDR Survey will also be featured at each fund5live roadshow, illustrating how IFAs and consumers are changing in each region in response to the Retail Distribution Review. And existing users of the MyTouchstone database will be given the opportunity to update their current details and view new reports and content, including the new ‘Fund Focus’ page on the MyTouchstone website, developed in collaboration with FE Analytics. This allows IFAs to gain a unique insight into the latest fund selection and performance trends.

MyTouchstone will also be offering IFAs their last chance to enter the free prize draw to win a 1 year licence with FE Analytics, the award-winning online fund research and monitoring tool, plus an iPad with the MyTouchstone download package already installed.

The fund5live road shows are taking place from 21st to 29th February in Newcastle, Manchester, Cambridge, London, Birmingham and Bristol. Speakers at the events include Nick Cann, Chief Executive Institute of Financial Planning and Simon Wood, Investment Director Scottish Widows Investment Partnership. “We are really looking forward to being involved in the fund5live road shows”, continued Geoff Greensmith. “They will provide us with the opportunity to show IFAs from all regions just how much of an advantage the MyTouchstone database can give them.”

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For further press information please contact: Jen Thorneywork, Clare Watson or Wendy Harrison at HSL on 020 8977 9132 or Email: clare@harrisonsadler.com

About Equifax
Equifax is a global leader in consumer, commercial and workforce information solutions, providing businesses of all sizes and consumers with information they can trust. We organize and assimilate data on more than 500 million consumers and 81 million businesses worldwide, and use advanced analytics and proprietary technology to create and deliver customized insights that enrich both the performance of businesses and the lives of consumers.

Headquartered in Atlanta, Equifax operates or has investments in 17 countries and is a member of Standard & Poor’s (S&P) 500® Index. Its common stock is traded on the New York Stock Exchange (NYSE) under the symbol EFX. For more information, please visit www.equifax.com.

IXI, Workload and MyTouchstone
Equifax Inc acquired US wealth data specialist, IXI, at the end of 2009. The IXI Corporation has been directly-measuring consumer wealth in the U.S. for the past 15 years.

Now, the unique combination of UK wealth business, Workload, acquired by Equifax UK in 2011 and IXI is set to bring an unparalleled understanding of consumer wealth and purchase behaviour to the UK for the first time.

Workload is the UK’s leading provider of strategic IFA intelligence to financial product providers, delivering powerful benefits to its users. It operates a shared investment product data exchange with information provided by over 90 of the UK’s leading financial services companies. It also operates the MyTouchstone database which is powered by the collective sales data of 77 major product providers, fund managers and platforms and inputs from thousands of IFAs to help IFAs understand how they perform compared to the other IFAs in their post area and across the UK.