what is focus:360° wealth management?

focus:360° wealth management is a holistic financial planning product offering a range of wealth management functionality to service the demands of High Net Worth (HNW) clients. Our wealth management software enables you to automate the administrative processes associated with delivering advice to your clients and solves issues such as how to:

• scale your business with appropriate wealth management software
• 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 through wealth management software
• meet regulatory changes associated with the RDR
• reduce administrative overheads across all areas of your operations

"We are delighted with the focus:360° solution and how the Focus team have performed on the project. They have demonstrated great knowledge of the UK and Irish financial services markets as well as in-depth expertise of implementing wealth management software which has been invaluable in the project. We are very excited about how the solution will support our advisers now and in the future."

Dermot Murray of Bank of Ireland Life