The framework for a life-long connection

Build ongoing client engagement through personalised communications.

Our client portal lets your advised clients access their data and more importantly, gives you new, secure communication channels that let you strengthen your existing relationships.

  • Supports all product types within focus:360°, including investments, protection and pensions.
  • Share and track goals and objectives.
  • Provide education and assistance.
  • Use secure messaging for sharing sensitive data.
  • Allow your clients to upload their own documents, and automatically publish reports from focus:adviser.
  • Provide an easy place for clients to check the data you hold on them.

Client portal is an integral part of both focus:adviser and now:advise, and is also the core of our extended client servicing platform, focus:client.

Broaden your reach.

Use the client portal as a personalised communications channel and drive client engagement.

One client portal, three different ways of getting started

Enterprise-class advice, online practice management and direct to consumer portals.

Enterprise-class financial advice

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

focus:adviser login page
  • 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.

Learn more about focus:adviser

Online practice management

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

now:advise login page
  • 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.

Learn more about now:advise

Direct to consumer portal

focus:client helps you build, develop and retain your client base by delivering outstanding, proactive client service.

focus:client home page (iPad)
  • Reduced cost of sale and service.
  • Increased client retention.
  • Increased conversion.
  • Intelligent up-selling.
  • Tailored client engagement.
  • Easier client acquisition.
  • Greater client insight.
  • Automatic cross-sell.

Learn more about focus:client

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