Good financial advice should be accessible to all, that’s the message we got from our partners at Skipton Building Society.

To achieve this they knew they needed technology that would drive real efficiencies within their business but always maintain their commitment to putting the client first.  At Focus, we 100% agreed.

We understand the need for adviser businesses to implement technology that’ll enable you to run your business end-to-end.  From cutting-edge digital engagement tools, to customer onboarding, co-browsing, advice delivery, and ongoing servicing along with all the compliance and regulatory controls required by an advisory firm. All this can be delivered to your business.

Our digital solution is possibly the most complete hybrid advice technology on the market, and helps businesses like Skipton bridge that advice gap.

Focus Solutions has market-leading adviser technology developed especially for large financial institutions offering regulated advice and large adviser firms and networks. Their digital products includes a full suite adviser software solutions that integrate with advice firms' practice management system. These include digital client engagement, advice delivery, API-accessible financial planning tools and engines and Focus' new Advice Engine - a cutting-edge investment modelling service that optimises complex product and portfolio allocations.

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