Financial advice software for the enterprise.
focus:adviser is a regulated sales automation solution that supports multiple distribution channels across the full range of financial products and client needs.
It improves productivity levels by freeing up advisers’ time (up to 68% in some cases), and can increase the quality and audit of advice – some of our customers have seen first-time case checking success jump from 45% to 100%.
At its heart, focus:adviser is built on focus:360°. Configured to suit your business, focus:adviser gives you the client management and financial planning functionality needed to connect with, and engage, audiences from mass market to Ultra / High Net Worth across a variety of advice models from execution-only to full independent advice.
With powerful configuration options, focus:adviser is an ‘enterprise-class’ solution. Organisations that are looking for the same powerful core functionality, but with a more rapid deployment model may benefit from the more streamlined approach taken with now:advise.
focus:adviser gives you everything that you need, directly from one home page.
* Requires additional now:plan license
We are delighted with the focus:360° solution and how the Focus team have performed on the project. They have demonstrated great knowledge of the UK and Irish financial services markets as well as in-depth expertise of implementing wealth management software which has been invaluable in the project. We are very excited about how the solution will support our advisers now and in the future.