This feature is upgradeable

For End Users

You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.

Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information

Ask an Analyst

Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.

Survey Summary

The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.

Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.

HOW TO SUBSCRIBE

To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.

RFX Report

The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.

The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.

Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.

In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.

HOW TO SUBSCRIBE

You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.

To learn more about subscribing to our service options, please contact us here

This feature is upgradeable

For End Users

You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.

Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information

Ask an Analyst

Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.

Survey Summary

The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.

Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.

HOW TO SUBSCRIBE

To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.

RFX Report

The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.

The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.

Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.

In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.

HOW TO SUBSCRIBE

You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.

To learn more about subscribing to our service options, please contact us here

Focus Solutions Group Ltd

This feature is upgradeable

For End Users

You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.

Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information

Ask an Analyst

Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.

Survey Summary

The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.

Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.

HOW TO SUBSCRIBE

To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.

RFX Report

The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.

The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.

Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.

In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.

HOW TO SUBSCRIBE

You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.

To learn more about subscribing to our service options, please contact us here

Website

Overview

Focus Solutions is a UK fintech software specialist with a 23 year track-record of proving class-leading solutions for IFAs, wealth managers and private banks.

Our products help you manage and develop client relationships across all channels and market sectors. They're built on our modular in-house technology platform that's been repeatedly tested and proven. It allows us to deliver configured, scalable, robust product solutions across the global financial services industry.

Product Highlights

Focus:Wealth
Engage. Retain. Deliver
Transforming client engagement for wealth managers

Now:Advise
Fast. Powerful. Contemporary
Financial advice practice management software for modern advisers.

Focus:Progress
Train. Monitor. Grow
Training and competence software for the enterprise.

Now:Plan
Model. Engage. Deliver
An Online, on-demand financial planning toolset designed to meet the needs of today's advisers.

Visit our website for details on all our products including focus:360°, our core platform.

Media

Images

This feature is upgradeable

For End Users

For Vendors

Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information

Ask an Analyst

Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.

Survey Summary

The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.

HOW TO SUBSCRIBE

To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.

RFX Report

The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.

The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.

Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.

In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.

HOW TO SUBSCRIBE

You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.

To learn more about subscribing to our service options, please contact us here

This feature is upgradeable

For End Users

For Vendors

Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information

Ask an Analyst

Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.

Survey Summary

The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.

HOW TO SUBSCRIBE

To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.

RFX Report

The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.

The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.

Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.

In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.

HOW TO SUBSCRIBE

You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.

To learn more about subscribing to our service options, please contact us here

Focus Solutions Group Ltd

This feature is upgradeable

For End Users

For Vendors

Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information

Ask an Analyst

Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.

Survey Summary

The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.

HOW TO SUBSCRIBE

To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.

RFX Report

The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.

The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.

Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.

In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.

HOW TO SUBSCRIBE

You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.

To learn more about subscribing to our service options, please contact us here

Overview

Focus Solutions is a UK fintech software specialist with a 23 year track-record of proving class-leading solutions for IFAs, wealth managers and private banks.

Media