Focus Solutions has everything an advice firm needs.
Our products support the end-to-end advice process and deliver remuneration management, valuations, document management, workflow, client and service management, task management, management information and reporting.
The core functionality can be extended with secure, cloud-based planning tools such as cash-flow, and decision support tools such as pension income and risk outcome modellers.
Whether you are an IFA, a wealth manager, a network or a national IFA, we deliver the only end-to-end solution that spans all of your needs, giving you a true whole-office solution from a single supplier.
focus:adviser – a holistic financial planning system offering a range of core advice functionality.
focus:client – a D2C portal that supports direct consumer engagement.
focus:progress – a personal development solution uniquely featuring a holistic view of T&C, testing, learning and development.
training services – a range of training, testing and competency services to ensure a consistent, organisation wide approach to personal development.
Focus has worked with a number of IFAs, private client wealth managers and private client divisions of retail banks on their advice systems.
Bank of Ireland Life selected focus:adviser for its mass affluent channel. The system which is being utilised by its advisers across the bank’s branch network, includes branch-based case management, personal and corporate fact finding, needs analysis and recommendations together with automated report and suitability letter generation.
Visit our customers page to learn more about who we work with and what they get from the relationship.