You are here:   products » focus:360° wealth management

focus:360° wealth management

focus:360° wealth management

what is it?

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. The solution enables you to automate the administrative processes associated with delivering advice to your clients and solves issues such as how to:

  • scale wealth management services without increasing administrative overheads
  • build stronger and deeper client relationships to maximise revenue
  • deliver a consistent, compliant quality service
  • provide advice relating to financial goals for longer term client management
  • transition to a fee-based model


useful links

benefits

focus:360° wealth management assists wealth managers, IFAs, private client banks, investment houses and retail banks with implementing a financial planning solution that  reduces the administrative burden whilst providing a client centric wealth management service.

With focus:360° wealth management you will benefit from:

  • increased adviser productivity and overall case size
  • consistent, high quality advisory and financial planning services
  • single view of your client’s portfolio for a quality, holistic service
  • quicker speed to market for new services
  • greater lifetime value from your clients
  • reduced likelihood of errors

functionality

focus:360° wealth management provides a breadth of functionality encompassing point of sale, sales support and back office. It can operate across all distribution channels, both online and offline to support the holistic financial planning process.

summary

  • fully integrated suite of analytical tools including life-time cash-flow modeling, model portfolios and risk assessment for clients
  • consolidated view of client holdings
  • client portfolio creation and on-going management
  • construction and initiation of trades
  • state of the art ‘risk profiling’, ‘asset allocation’ and stochastic modeling
  • valuations, portfolio performance monitoring and event-based alerts
  • fund and tax-wrapper research, quotes, literature and price feeds
  • commission and fee management functionality
  • suitability letters and client reports