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major distributors

Following the latest regulation from the FSA, distributors will be required to increase their level of professionalism by moving to a fee-based system, away from commission led practices, which will require changes to their financial planning software. In addition as part of the RDR distributors will also need to increase their level of qualifications which can be supported and maintained through financial planning software. This changing landscape means that distributors will need to revisit their business models and provide a clear indication of their service offering.

In light of these industry factors you could be facing issues such as how to:

  • Transition financial planning software to support a fee-based model
  • Utilise financial planning software to provide  a consistent, compliant quality service regardless of adviser 
  • scale advice services and increase time spent with clients without increasing administrative overheads 
  • meet new training and competency standards 
  • provide advice relating to financial goals for longer term client management
  • integrate financial planning software  with existing back-office infrastructure

 

how Focus can help?

 

Focus has a range of financial planning software and services to assist you with meeting these challenges, dependent upon your chosen business model including:

 

Financial Planning Software

focus:360° wealth management - can help you build, develop and retain your client base by providing holistic financial planning software to deliver outstanding customer service and minimise administrative processes.....read more


focus:360° life & pension distribution - can assist IFAs, single or multi-tied distributors with implementing an end to end financial planning software solution that reduces the administrative and IT burden whilst providing a high quality, consistent advice service.....read more

 

 

focus:360° mortgage distribution - can assist mortgage networks, building societies, banks and estate agents with implementing an end to end mortgage sales process that eliminates administrative burden whilst ensuring compliance. .....read more 

Training and competency software

TestMeOnline - an innovative online testing solution for the retail financial services market. It provides firms with the ability to test competence through automated processes, robust testing procedures and built in audit......read more

 

 

Services

Training services – a selection of services from Focus to help you align your skills and qualifications to the RDR.