Giving advice just got easier

Focus exists to make financial advice delivery more efficient and more engaging.

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Easy, engaging advice means better outcomes for everyone

25+ years of great outcomes for our customers and their clients

We make easy to use, powerful and engaging financial advice software.

Our award-winning tools help those advice-based firms deliver better client experiences and better client outcomes.

Advice Engine New helps to transfer clients as well as make more efficient use of your advice delivery teams.

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Welcome to the future of financial services

We are transforming the modern advice business

Our award-winning products:

  • Engage and educate clients effectively
  • Reduce the ‘cost to serve’
  • Broaden the service / proposition
  • Provide an exceptional experience and service

All under-pinned by a regulatory backdrop

Focus Solutions makes engaging digital financial advice software that works across devices and channels Screen capture of the Advice Engine output Financial planning capabilities from Focus Solutions - designed to meet the needs of modern advisers and the demands of modern advice clients

Engage, acquire and advise

Our tools help consumers buy into advice by showing them the impact of financial planning (and the lack of).

  • Help consumers manage their finances, self-assess and transact through a personalised client portal.
  • Meet the increasing service-level expectations of your target market.
  • Grow market share by lowering your cost to serve, or grow your profitability without other changes.
  • Automatically present personally relevant solutions, and new business opportunities, to consumers.

Automatic, optimised, and easy

An online, on-demand and fully API-accessible set of financial planning capabilities.

  • Accessible directly through the Focus API, through off-the-shelf product journeys or tailored to your needs
  • Fully integrated and secure, giving you cost-effective and scalable advice solutions

Now including Advice Engine New - cutting-edge advice automation.

  • Mathematically perfect portfolios, via API
  • Fully optimised complex product and portfolio allocations
  • Easy transition of legacy portfolios on a single or bulk case basis

Connect everything for incredible advice delivery

A modern replacement of our powerful focus:360° practise management tool, our advice product brings together a new suite of API-accessible financial planning tools and engines.

  • Everything you need at the heart of a modern advice business
  • Built to integrate with your business, and deliver world-class productivity and efficiency
  • Control your business with automation, consistency and audit trails
  • Much more than just practice management
  • Bring the information you need together so you can get on with advising clients
  • Stop worrying about process, with tools that adjust automatically
  • Reach for tools that help as you need them, with no need to re-key facts or outcomes
  • Stop worrying about consistency and compliance, start doing more for less

Find out more about Focus' product set Focus' products

At Focus, we're outcome driven.

We deliver bank-level security and agency-level creativity, with an enviable track record of successful deliveries.

(So, you're in safe hands.)

Individually, our products solve specific advice problems

Just use what you need...

...or combine them to get efficient, automated advice solutions

Hear from one of our customers

We're working with Skipton Building Society to deliver digital advice

It is more important than ever for advice firms to shift gear and re-model their existing services to remain relevant, retain existing wealth under management and attract new clients.

Skipton Building Society are partnering with Focus to deliver efficient client engagement.

Tell us what experience you want, working with a tech company in the advice space

Let us know

We're proud to work with excellent customers who include:

abrdn
Bank of Ireland
HSBC
NFU Mutual
Santander
Skipton Building Society

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