Fast. Powerful. Contemporary.

Fast. Powerful. Contemporary.

Financial advice practice management software for modern advisers.

Summary

now:advise helps you build strong client relationships. It enables you to deliver increased satisfaction and drive revenue growth.
 
It’s innovative with an engaging client portal and can be used out of the box.
 
  • Scale your business on your own terms
  • Reduce administrative costs across all areas of your operation.
  • Stay ahead of regulatory changes and produce automated compliance reporting.

 

Benefits

now:advise helps you build, develop and retain your client base.
  • Save time, allowing your advisers to focus on higher value client engagement.
  • Visibly deliver more value and clearer information to clients.
  • Improve compliance and minimise compensation payments.
  • Streamline and automate business processes to reduce operational costs.
  • Increase client satisfaction, generate more sales and grow stronger lifetime client value.
  • Improve cash-flow by reducing time to complete.
  • Reduce IT costs through the rationalisation of disparate systems.
  • Improve time to market, with a pre-configured online solution.

Features & functionality

  • End-to-end advice process support, from fund and tax-wrapper research through comparison quotes, product literature and price feeds, on to solution recommendation, suitability letter generation, application and ongoing client servicing.
  • Powerful software capabilities such as stochastic modelling, life-time cash-flow modelling, asset allocation, model portfolios and risk profiling.
  • Omni-channel client servicing platform, supporting face-to-face, co-browsing (with now:share), telephony, online, self-service and mobile.
  • Joined-up client management, including portfolio creation, valuations, performance monitoring, event-based alerts, commission / fee management, compliance reporting and customer service reports.

Underlying technology features

  • Browser-based, cross platform application UI.
  • Repeatedly tested and proven enterprise-class security.
  • Truly service-oriented (SOA) supporting significant scale and integration into wider enterprise systems.
  • Built using best of breed third-party components including Microsoft .Net, jQuery and Angular JS as well as our own, in-house technology stack that enables rapid process and UI development.
  • Built to support Origo standards
  • A rich data model with more than 19,000 fields, supporting all aspects of full advice and ongoing servicing.
  • Hosted by us (we partner with RackSpace).

Support agreement

When you buy a Focus product, you’re buying a product that comes with ongoing support.

To learn more about our standard now:advise support agreement, please download the current version here.

Online practice management with optional integrated now:plan modules.

now:advise gets you to market quicker, with less risk and a lower cost of ownership.

All the tools you need, all in one place

now:advise gives you everything that you need, directly from one home page.

Opportunity generation

  • Data mining
  • Lead management
  • Targeted communications
  • Client portal engagement

Establish your goals

  • Identify objectives
  • Prioritise needs
  • Individualise goals

Gather your data

  • Dynamic fact-finding
  • Risk profiling
  • Affordability
  • Personal balance sheet
  • Tax summary
  • AML checks

Analyse & evaluate

  • Cash-flow analysis *
  • "What-if" scenarios
  • Stochastic forecasting *
  • Shortfall analysis
  • Quotations

Develop your plan

  • Prioritise your objectives
  • Present recommendations
  • Produce suitability report
  • Client approve recommendations

Implement your plan

  • Record outcomes
  • Apply
  • Monitor new business

Monitor & adjust

  • Client & policy management
  • Service management
  • Service reporting
  • Valuations (contract enquiry)
  • Automated alerts
  • Data mining
  • Client portal interactions

* Requires additional now:plan license