State of the art solutions for modern financial advisers

Focus Solutions' products integrate to support every aspect of financial product distribution.

Which problems are you trying to solve?

We make software that grows with you

Start small with now:plan, solving specific problems with an online, on-demand tool set.

Expand into now:advise to benefit from data re-use, reporting and much more.

As your need for extra configuration and capability grows, step up to focus:adviser and start to stretch your wings.

When you decide to increase your digital client engagement, add focus:client to gain custom content delivery and let your consumers take more control over their financial life.

Our software grows with your business to continually deliver value to you as well as to your clients.

There's a lot going on under the surface...

focus:360° has

0+ dynamic screens

which extend

0+ core screens.

Each can use

2,100+ sales rules.

There are over

19,100 data fields

and more than

65,100 data items.

as well as

8,100 training docs.

Large-scale ('enterprise') solutions

Designed for larger organisations that want to make more use of the extensive configuration options that our products can deliver; the "focus:" range of products work independently, but combine to deliver a comprehensive financial distribution platform.

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Supporting you from first contact through to ongoing client servicing and adviser management, working simultaneously across multiple channels

Scalable and modular, robust and secure, focus:360° is a modern solution for the varied needs of today's clients and their advisers.

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Financial advice software. Streamline your sales with process automation, integrated planning tools and high quality, engaging reporting.

The built-in Client Portal provides a secure online channel through which clients can view and action their own financial product information.

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An agile omni-channel e-commerce framework that facilitates electronic trading, enabling you to reach more distribution channels, more cost effectively.

Much more than 'just' an extranet, focus:broker supports the entire product provision process from initial consumer engagement through to on-going servicing.

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A modern D2C / consumer engagement portal that delivers a seamless personalised blend of financial data and your own marketing material, using our custom content framework.

Can be used as a stand-alone client engagement tool, or to extend the Client Portal built into focus:adviser.

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focus:wealth simplifies, streamlines and automates business processes to let wealth management teams, intermediaries and consumers focus on accomplishing their goals with the minimum of effort.

On-demand, online software

Typically hosted by us, now:360° lets you extend your capabilities in your own way, at your own pace.

Built on the same proven technology as the rest of the Focus Solutions product set, but designed specifically for companies that favour speed to market over extensive configuration.

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A rich financial advice practice management solution - the same core functionality as focus:adviser but streamlined for online delivery to small to medium financial advice teams.

The built-in Client Portal provides a secure online channel through which clients can view, and act on, their own financial product information.

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Designed for today's advisers, now:plan delivers engaging results based on expert modelling.

Totally compatible with now:share co-browsing, our tools work with you, wherever you are and whenever you need them.

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Financial services co-browsing. An industry first - now:share lets up to 5 invited people see and interact with the same online content on any modern web-enabled device.

From now:plan to focus:360°

Our solutions help you grow, and grow with you