People are increasingly choosing to access a variety of day-to-day services online, whether it’s their Friday night takeaway or their financial information. It is now 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.
Our hybrid advice technology is considered to be the most complete solution on the market today. Much more than your average back office system, Focus’ technology offers your business innovative digital client engagement & onboarding, enhanced & streamlined advice services and at the same time, offers you a complete overview of your business from team productivity to compliance audits.
Working through the different variables in a client's portfolio to get them the most tax-effective outcome takes hours.
Well, it used to.
Working with financial advisers, wealth managers, major distributors, product providers, mortgage lenders and high street banks, we bring our consumer design experience and enthusiasm to bear in delivering solutions that combine knowledge, innovation and technology.
We help our customers to really engage with their clients.
We use technology to deliver lasting business benefits for financial services companies who want to up their digital game.
The drive for better technology is nothing new. What has changed is the way in which it can be done to accommodate a broader range of client than ever before.Read More
Open banking and open finance offer the opportunity to transform the way information is accessed by customers and advice is delivered by advisers. It's already happening.Read More