With the current challenging investment market conditions, wealth managers and advisers are facing increasing pressure from clients, who are demanding a more holistic  financial planning service as well as online functionality from wealth management systems, such as access to view their investment portfolios. Along with high client demands and regulatory changes following the RDR, there is also amplified competition due to more organisations focusing on profitable HNWIs. These pressures are requiring wealth managers to offer a differentiated service and review the functionality of their wealth management systems in these difficult times.

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

• scale your business with an appropriate wealth management system
• provide clients with goal and liability driven planning services 
• build stronger and deeper client relationships to grow customer loyalty and increase revenue 
• develop a consistent quality of service, regardless of adviser

how Focus can help

Focus has a range of products and services to help support the implementation of a holistic wealth management system and meet the demands of HNWIs and affluent clients, including:

focus:360° wealth management a holistic financial planning, wealth management system offering a range of functionality to service HNW clients.

Training services - a range of training, testing and competency services to ensure a consistent, organisation wide approach to personal development.

TestMeOnline - an innovative online testing and T&C monitoring solution.

Focus has worked with a number of private client wealth managers and private client divisions of retail banks and IFAs on their wealth management systems including: