focus:adviser logo

Configurable. Integrated. Holistic.

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.

Change your focus

Some of our customers have seen a 68% reduction in the average advice process time, and a jump from 45% first time QA submissions to 90% - 100%.

All the tools you need, all in one place

focus:adviser 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

focus:adviser logo

Summary

Providing an integrated and innovative suite of tools, including an engaging client portal, focus:adviser enables you to deliver a proactive, client-centric advised service.

Configured during the implementation phase to meet the needs of your organisation, focus:adviser flexes to help you generate a client-base with the potential to migrate to higher value services as their wealth grows.

focus:adviser delivers a complete practice management capability, allowing you to operate new business processing, handle remuneration management, perform manual and automatic valuations and service reporting and automate your compliance management and case checking.

Benefits

focus:adviser helps you build, develop and retain your client base by providing the tools to minimise administrative processes and deliver outstanding client service.

  • 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.
  • Tailor the process, products, funds and core components to suit your organisation.

Features & functionality

focus:adviser supports you in delivering the full range of financial sales, across all products and markets.

  • 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.
  • Can be hosted by us (we partner with RackSpace) or deployed into your own environment.


Dermot Murray
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.
- Dermot Murray
Bank of Ireland Life

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