Advice Engine is a cutting-edge automated investment advice generator.
Everything from simple advice to complex consolidation advice in seconds, factoring in maximising tax allowances, aligning risk, fund rating and reducing cost.
Save yourself hours of work per case, transform your cost to serve and re-imagine your propositions.
Get a demo How it works
Perfectly optimised portfolios, presented in seconds.
Our Advice Engine integrates seamlessly with your existing advice business.
Configure it with your rules and preferences, then give it a client scenario and it will provide the optimal portfolio make up in seconds.
With the Advice Engine you get swift, precise, and reliable investment advice tailored to each client, every time.
Data is passed to the Advice Engine via our (fully documented) API layer, which also returns the outputs to your CRM for seamless integration with your advice cases.
Advice Engine is fully API accessible, and we'd really like you to come have a look at the documentation. You can sign up for access here.
We'll send you details of how to access our developer docs site, where you'll find a technical overview of how Advice Engine is integrated with your client relationship management (CRM) / back-office systems, as well as the cloud-based hosting environment and how this co-exists with your own technical infrastructure.
The docs site also covers how initial configuration works, which values you need to pass in to the API, and how you can interpret the results returned to match them back up with your advised case.
The revenue generated per case is dictated by the market, but the cost of that is up to you.
Advice Engine lets you deliver the same advice you do now, but much (much) more quickly. So, you can complete more cases in the same amount of time, or spend more time with the clients on each case, without increasing your costs.
Advice Engine is a complex modelling service, built using our in-house expertise.
Sophisticated algorithms ensure mathematically perfect advice.
Easy to setup, then super-fast to run, giving 100% repeatable results.
Perfectly optimised advice, your way, based on your rules.
(in fact, so far it's quicker than anything else we've seen).
Plus, and more importantly, that means you can be confident that the advice produced follows your rules, with nothing else added in by a computer's imagination.
Focus has been powering high-street banks and household names since the 90s. We transform how financial advice is delivered.
The first iteration of the “Advice Engine” has gone live and is an absolute game changer for Skipton Building Society and our ability to help more customers with their longer term financial goals.
- Jo Barwick
Skipton Building Society
90%
Cases fully automated
90%
Suitability reports 100% automated
30%
STP Origo productivity gain
60%
Reduction in time to prepare advice
80%
Reduction in case checking
Advice Engine
Now integrated into Skipton Building Society's advice journey
We're proud to work with excellent customers who include:
