AWD selects focus:360° to deliver holistic financial planning
release date: 02/03/2010
Focus Solutions, the leading provider of multi-channel distribution solutions to the financial services industry, is pleased to announce that AWD Chase de Vere, one of the UK’s leading independent financial advisers, has chosen focus:360° wealth management to support their advisers with delivering holistic financial planning advice.
focus:360° wealth management, Focus’ wealth management software, will enable AWD Chase de Vere’s team of 178 UK advisers to deliver holistic financial planning and employee benefits advice across a full range of product areas including pensions, investments and protection. The new solution will help to improve efficiency across the sales and advice process and allow AWD Chase de Vere’s advisers to spend more time with the clients themselves. AWD Chase de Vere has also selected TestMeOnline, Focus’ online training and testing solution, as part of the project to support their advisers’ training and competency requirements.
Commenting on the selection of focus:360°, Robert Organ, Group Finance and Operations Director of AWD Chase de Vere, said: “We were looking for a solution that would help us to enhance our client proposition and improve the support we provide to our advisers. We want to grow our business and require scalable software solutions to help us achieve this. Together with the TestMeOnline solution, we believe that adopting the Focus software is another important step in our aim to be the leading firm of Independent Financial Advisers in the UK.”
Richard Stevenson, Chief Executive of Focus Solutions added, “AWD Chase de Vere is one of the leading IFAs in the UK and it is a great endorsement of focus:360° that they have chosen our solution to underpin their holistic financial planning capabilities. This is the second contract we have won in recent months for focus:360°, where our software is key to driving the advice process of one of the largest independent financial advice distributors in the UK.”
AWD Chase de Vere is the second large distributor in recent months to select focus:360°, with Tenet Group, also choosing focus:360° to enable their ‘Adviser Technology Strategy’ in November last year.