What We Do

Founded in 1995 and acquired by abrdn (formerly Standard Life Aberdeen) in 2011, we are a software product and services business, based in the UK.

Our expertise covers enterprise class financial advice solutions, including:

Digital Engagement
Client Portal
Core Advice CRM (including case management)
FactFinding
Risk Profiling
Automated Suitability & Other Report Generation
Workflow
Integrations e.g. Valuations, AML/ID & V

Our offering includes a range of digital collaboration tools, such as personalised video, an appointment system, co-browsing and web chat with optional voice or video calling, e-signatures and many others while supporting different languages and currencies, and will normally be integrated into our customers IT estate.

We pride ourselves on providing class-leading customer experiences, operational efficiencies and investment solutions while working hand in hand with our Abrdn colleagues.

Who Are Team Focus

People are our priority. Our software is built with the end user in mind by some of the best in the industry, all mastering their respective fields. Our vision is to transform financial services by helping to transform your business; from advisers and wealth managers, to major distributors and high street banks. We believe that our software and expertise can enhance your services and help you do what you do best, look after your client.

Team Focus’ Culture & Values

Goals

We make an effort to understand the company’s goals and help the business to achieve outstanding results.

Delivery

We take ownership and delivering results for our customers is a top priority.

Knowledge

We understand that the success of the business relies on being experts in our field and extending that knowledge to our customers.

Innovation

We are highly creative with the full backing from the business to explore new ideas.

Challenges

We push the boundaries and face obstacles head on.

Respect

We respect all those we work with by maintaining a positive relationship.

Meet Team Focus

We pride ourselves not only on award-winning technology, but also on the talent of our people.

Leadership Team

Dave Upton

Managing Director

Mike Hearfield

Head of Digital Ideation

John Thompson

Head of Digital Product Management

Martin McHugh

Head of Digital Solution Delivery

Pete Kulak

Head of Digital Support

Craig Richards

Head of Operations

Corporate Responsibility

Corporate responsibility comprises the way in which organisations manage their core business to add social, environmental and economic value in order to produce a positive, sustainable impact for both society and the business itself.

Our mission is to ensure we understand and take clear responsibility for current and potential business and environmental impacts on our stakeholders (employees, customers and partners).

Our aim is to make sure that we continue to sustain responsible and ethical business practices, respect our employees, value our customers and continue to grow as a profitable company.

To us, corporate responsibility means:

Continuing to maintain ethical trading practices.

Reducing the impact of our working practices on the environment – see our environmental policy.

Encouraging flexible working styles – online meetings, working from home and flexible working to reduce travel.

Ensuring that the risks to health and safety of employees are properly controlled.

Investing and becoming actively involved in the industry communities in which we operate.

We believe that effective management of corporate responsibility

Is vital to our employee’s well-being.

Has a role to play in enhancing the reputation of businesses and helping us to achieve success and maintain a profitable position.

Is financially beneficial to business and all stakeholders involved.