Our market leading financial planning software, focus:360°, is being developed as an application on iPad and tablet to provide financial advisers and tied agents with a graphically engaging and interactive tool when meeting with clients.
focus:360° for iPad and tablet will incorporate a quick fact find and dynamic life event planner together with relevant calculations from which the adviser can then model a client’s financial situation and make recommendations.
The new application will support advisers across each stage of the sales process from outlining the firm’s benefits and service propositions in the first meeting through to delivering a professional recommendations proposal at the final engagement.
focus:360° for iPad and tablet will be available in both online and offline modes and will integrate fully with the core focus:360° platform eliminating any re-keying of data and increasing the volume of information captured.
For more information on the new focus:360° tablet application and our early adopter programme please complete our contact us form.