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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. 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
  • reduce administrative overheads across all areas of your operations

useful links


downloads

 focus:360° wealth management brochure 

focus:360° wealth management brochure

download focus:360° wealth management brochure


focus:360° wealth management functional datasheetfocus:360° wealth management functional datasheetfocus:360° wealth management functional datasheet

wealth management functional datasheet

download focus:360° wealth management functional datasheet

 

 

benefits

Our focus:360° wealth management software can help you build, develop and retain your client base by providing the tools to deliver outstanding customer service and minimise administrative processes.

Our wealth management software helps you to:

  • save time and allow advisers to service more clients
  • improve compliance and minimise compensation payments
  • reduce operational costs
  • increase sales and revenue 
  • enhance quality of customer service through on line tracking of profiles and sophisticated client facing documentation within the wealth management software
  • improve cash-flow through reduced time to policy
  • reduce IT costs through streamlined IT architecture and rationalisation of disparate supporting wealth management software systems
  • enhance image and reputation

functionality

Our focus:360° wealth management software 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.

underlying technology features

  • browser based wealth management software
  • available online and offline
  • database agnostic
  • Service Oriented Architecture
  • XML based tool kit for easy configuration
  • Multi currency / multi language

summary

  • fully integrated wealth management software including a suite of analytical tools, life-time cash-flow modelling, 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