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Focus creates game-changing financial advice software

Come and start a conversation with us

We're not currently booked in to any live events, but will post details here when that changes!

Get in touch with us for a sneak peek at our new API-based advice engine, which makes advice easier and more consistent.

Get a demo Learn more
Photograph of advisor showing a plan

Perfectly optimised portfolios, presented in seconds.

Focus gives you advice automation with a difference

Working through the different variables in a client's portfolio to get them the most tax-effective outcome takes hours.

Well, it used to...

Advice Engine New from Focus, delivers complex results within moments.

It is impossible to get a better consumer outcome based on the advice rules and preferences defined.

Advice Engine removes hours of manual processing, automatically

We evaluate every possible combination of variable values to obtain the mathematically optimal solution.

Automate great customer outcomes

That are consistently right

Automate your process with Advice Engine

  • Complex financial advice in a click
  • 100% API accessible
  • Your in-house expert system
  • Single / joint asset sharing control
  • Investment priority and sequencing
  • Total tax optimisation
advice engine

Find out more by catching up with our video from the event

Or, get in touch

We'd really like to talk with you - tell us what you think

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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