Whole-office financial planning for modern advisers
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.